Back to GS-PD
Lee, Kelleher & Klein Wealth Management → GS-PD
Lee, Kelleher & Klein Wealth Management GS-PD Position History
GS-PD
Quarters held
10
Latest value
$8.2M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $8.1M |
| Q4 2025 | $1.3M |
| Q4 2025 | $8.2M |
| Q1 2026 | $1.3M |
| Q1 2026 | $7.5M |
| Q2 2026 | $1.4M |
| Q2 2026 | $8.3M |
| Q3 2026 | $1.4M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 56.5K | — | — |
| Q3 2026 | $1.4M | 30.2K | — | — |
| Q2 2026 | $8.3M | 58.5K | — | — |
| Q2 2026 | $1.4M | 30.7K | — | — |
| Q1 2026 | $7.5M | 60.0K | — | — |
| Q1 2026 | $1.3M | 30.7K | — | — |
| Q4 2025 | $8.2M | 62.2K | — | — |
| Q4 2025 | $1.3M | 30.5K | — | — |
| Q3 2025 | $8.1M | 62.4K | — | — |
| Q3 2025 | $1.3M | 30.5K | — | — |