MLL
Moody Lynn & Lieberson’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
8,047
+561
| +7% | +$397K | 0.33% | 53 |
|
|
2025
Q1 | $4.09M | Sell |
7,486
-18
| -0.2% | -$9.83K | 0.26% | 58 |
|
|
2024
Q4 | $4.3M | Sell |
7,504
-395
| -5% | -$226K | 0.26% | 56 |
|
|
2024
Q3 | $3.91M | Sell |
7,899
-175
| -2% | -$86.6K | 0.24% | 60 |
|
|
2024
Q2 | $3.65M | Sell |
8,074
-25
| -0.3% | -$11.3K | 0.24% | 61 |
|
|
2024
Q1 | $3.38M | Sell |
8,099
-595
| -7% | -$249K | 0.23% | 72 |
|
|
2023
Q4 | $3.35M | Buy |
8,694
+8,074
| +1,302% | +$3.11M | 0.26% | 65 |
|
|
2023
Q3 | $201K | Buy |
+620
| New | +$201K | 0.02% | 204 |
|
|
2022
Q4 | – | Sell |
-970
| Closed | -$284K | – | 225 |
|
|
2022
Q3 | $284K | Buy |
+970
| New | +$284K | 0.03% | 190 |
|
|
2021
Q3 | – | Sell |
-11,395
| Closed | -$4.33M | – | 231 |
|
|
2021
Q2 | $4.33M | Buy |
11,395
+25
| +0.2% | +$9.49K | 0.33% | 70 |
|
|
2021
Q1 | $3.72M | Buy |
+11,370
| New | +$3.72M | 0.31% | 69 |
|
|
2017
Q2 | – | Sell |
-16,761
| Closed | -$3.85M | – | 221 |
|
|
2017
Q1 | $3.85M | Sell |
16,761
-10,500
| -39% | -$2.41M | 0.54% | 58 |
|
|
2016
Q4 | $6.53M | Buy |
+27,261
| New | +$6.53M | 0.94% | 38 |
|
|
2015
Q4 | – | Sell |
-2,083
| Closed | -$362K | – | 182 |
|
|
2015
Q3 | $362K | Sell |
2,083
-31,808
| -94% | -$5.53M | 0.07% | 135 |
|
|
2015
Q2 | $7.08M | Buy |
33,891
+31,927
| +1,626% | +$6.67M | 1.13% | 29 |
|
|
2015
Q1 | $369K | Sell |
1,964
-15,320
| -89% | -$2.88M | 0.06% | 130 |
|
|
2014
Q4 | $3.35M | Sell |
17,284
-63,552
| -79% | -$12.3M | 0.48% | 64 |
|
|
2014
Q3 | $14.8M | Buy |
+80,836
| New | +$14.8M | 2.21% | 12 |
|