AGH Wealth Advisors’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
$267K Buy
377
+5
+1% +$3.54K 0.22% 89
2025
Q1
$203K Sell
372
-2
-0.5% -$1.09K 0.2% 116
2024
Q4
$214K Buy
+374
New +$214K 0.2% 107