Accel Wealth Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$561K Buy
2025
Q2
$496K Buy
2025
Q1
$382K Buy
2024
Q4
$395K Buy
2024
Q3
$318K Sell
2024
Q2
$399K Buy
2023
Q2
Sell
2023
Q1
$19.2K Buy
2022
Q4
$20K Hold
2022
Q3
$18K Hold
2022
Q2
$17K Buy
2022
Q1
$17K Hold
2021
Q4
$19K Hold
2021
Q3
$19K Buy
2021
Q2
$19K Hold
2021
Q1
$16K Buy