LAS
LWM Advisory Services’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-833
| Closed | -$455K | – | 96 |
|
|
2025
Q1 | $455K | Buy |
833
+65
| +8% | +$35.5K | 0.32% | 59 |
|
|
2024
Q4 | $440K | Sell |
768
-34
| -4% | -$19.5K | 0.31% | 56 |
|
|
2024
Q3 | $397K | Sell |
802
-85
| -10% | -$42.1K | 0.29% | 64 |
|
|
2024
Q2 | $401K | Buy |
887
+8
| +0.9% | +$3.62K | 0.34% | 54 |
|
|
2024
Q1 | $367K | Buy |
+879
| New | +$367K | 0.29% | 64 |
|