Baker Tilly 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
2023 Q3	–	Sell	-1,748	Closed	-$564K	–	503
2023 Q2	$564K	Buy	1,748 +951	+119%	+$307K	0.06%	306
2023 Q1	$261K	Buy	797 +182	+30%	+$59.5K	0.03%	475
2022 Q4	$211K	Buy	+615	New	+$211K	0.03%	497