LVW Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Sell |
1,017
-92
| -8% | -$65.1K | 0.08% | 139 |
|
|
2025
Q1 | $606K | Sell |
1,109
-8
| -0.7% | -$4.37K | 0.07% | 152 |
|
|
2024
Q4 | $640K | Sell |
1,117
-112
| -9% | -$64.1K | 0.08% | 153 |
|
|
2024
Q3 | $608K | Sell |
1,229
-110
| -8% | -$54.5K | 0.08% | 163 |
|
|
2024
Q2 | $606K | Buy |
1,339
+200
| +18% | +$90.5K | 0.09% | 139 |
|
|
2024
Q1 | $476K | Buy |
1,139
+256
| +29% | +$107K | 0.08% | 174 |
|
|
2023
Q4 | $341K | Buy |
883
+229
| +35% | +$88.3K | 0.06% | 193 |
|
|
2023
Q3 | $212K | Buy |
+654
| New | +$212K | 0.04% | 207 |
|
|
2023
Q1 | – | Sell |
-600
| Closed | -$206K | – | 237 |
|
|
2022
Q4 | $206K | Buy |
+600
| New | +$206K | 0.04% | 216 |
|
|
2022
Q1 | – | Sell |
-544
| Closed | -$208K | – | 233 |
|
|
2021
Q4 | $208K | Sell |
544
-43
| -7% | -$16.4K | 0.04% | 230 |
|
|
2021
Q3 | $222K | Buy |
587
+16
| +3% | +$6.05K | 0.04% | 223 |
|
|
2021
Q2 | $217K | Buy |
+571
| New | +$217K | 0.04% | 212 |
|