MAM
McLean Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
813
+25
| +3% | +$17.9K | 0.15% | 77 |
|
|
2025
Q1 | $364K | Sell |
788
-56
| -7% | -$25.9K | 0.12% | 88 |
|
|
2024
Q4 | $483K | Buy |
844
+88
| +12% | +$50.4K | 0.15% | 78 |
|
|
2024
Q3 | $374K | Buy |
756
+5
| +0.7% | +$2.48K | 0.11% | 90 |
|
|
2024
Q2 | $360K | Buy |
751
+16
| +2% | +$7.66K | 0.12% | 92 |
|
|
2024
Q1 | $302K | Buy |
735
+4
| +0.5% | +$1.64K | 0.1% | 105 |
|
|
2023
Q4 | $282K | Sell |
731
-1
| -0.1% | -$386 | 0.11% | 104 |
|
|
2023
Q3 | $230K | Buy |
732
+6
| +0.8% | +$1.89K | 0.09% | 116 |
|
|
2023
Q2 | $234K | Buy |
726
+3
| +0.4% | +$968 | 0.09% | 114 |
|
|
2023
Q1 | $237K | Sell |
723
-71
| -9% | -$23.2K | 0.1% | 108 |
|
|
2022
Q4 | $273K | Buy |
794
+24
| +3% | +$8.24K | 0.09% | 101 |
|
|
2022
Q3 | $232K | Buy |
770
+9
| +1% | +$2.71K | 0.09% | 110 |
|
|
2022
Q2 | $224K | Buy |
761
+4
| +0.5% | +$1.18K | 0.09% | 111 |
|
|
2022
Q1 | $250K | Buy |
757
+57
| +8% | +$18.8K | 0.19% | 103 |
|
|
2021
Q4 | $273K | Sell |
700
-15
| -2% | -$5.85K | 0.11% | 103 |
|
|
2021
Q3 | $298K | Buy |
715
+145
| +25% | +$60.4K | 0.11% | 93 |
|
|
2021
Q2 | $208K | Buy |
+570
| New | +$208K | 0.09% | 111 |
|