Baker Tilly 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
Q4
$218K Buy
2023
Q3
Sell
2023
Q2
$564K Buy
2023
Q1
$261K Buy
2022
Q4
$211K Buy