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Aspetuck Financial Management’s Goldman Sachs GS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$788K Hold
1,114
0.59% 35
2025
Q1
$609K Sell
1,114
-25
-2% -$13.7K 0.52% 40
2024
Q4
$652K Buy
+1,139
New +$652K 0.51% 38