Avantra Family Wealth’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	$434K	Sell	613 -55	-8%	-$38.9K	0.36%	85
2025 Q1	$365K	Sell	668 -113	-14%	-$61.7K	0.35%	102
2024 Q4	$447K	Buy	+781	New	+$447K	0.42%	91