Axxcess 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
$11.3M Buy
2025
Q2
$9.35M Buy
2025
Q1
$6.91M Sell
2024
Q4
$7.81M Buy
2024
Q3
$6.4M Buy
2024
Q2
$4.25M Sell
2024
Q1
$5.02M Buy
2023
Q4
$3.69M Buy
2023
Q3
$2.66M Buy
2023
Q2
$909K Sell
2023
Q1
$1.2M Sell
2022
Q4
$1.32M Buy
2022
Q3
$807K Buy
2022
Q2
$593K Sell
2022
Q1
$836K Buy
2021
Q4
$755K Buy