Lyell Wealth Management’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 | $415K | Sell |
587
-100
| -15% | -$70.8K | 0.03% | 157 |
|
|
2025
Q1 | $375K | Buy |
687
+146
| +27% | +$79.8K | 0.04% | 159 |
|
|
2024
Q4 | $310K | Hold |
541
| – | – | 0.03% | 167 |
|
|
2024
Q3 | $268K | Hold |
541
| – | – | 0.02% | 184 |
|
|
2024
Q2 | $245K | Hold |
541
| – | – | 0.02% | 184 |
|
|
2024
Q1 | $226K | Hold |
541
| – | – | 0.02% | 188 |
|
|
2023
Q4 | $209K | Buy |
+541
| New | +$209K | 0.02% | 186 |
|
|
2022
Q1 | – | Sell |
-567
| Closed | -$217K | – | 200 |
|
|
2021
Q4 | $217K | Hold |
567
| – | – | 0.02% | 178 |
|
|
2021
Q3 | $214K | Sell |
567
-13
| -2% | -$4.91K | 0.03% | 170 |
|
|
2021
Q2 | $220K | Buy |
+580
| New | +$220K | 0.03% | 177 |
|