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