Act 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
$354K Sell
501
-7
-1% -$4.95K 0.15% 33
2025
Q1
$278K Sell
508
-13
-2% -$7.1K 0.13% 35
2024
Q4
$298K Sell
521
-11
-2% -$6.3K 0.14% 33
2024
Q3
$263K Sell
532
-4
-0.7% -$1.98K 0.12% 35
2024
Q2
$242K Buy
536
+15
+3% +$6.78K 0.12% 36
2024
Q1
$218K Sell
521
-2
-0.4% -$836 0.11% 38
2023
Q4
$202K Buy
+523
New +$202K 0.11% 41