Berry Wealth Group’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
$449K Sell
634
-48
-7% -$34K 0.31% 44
2025
Q1
$373K Buy
682
+46
+7% +$25.1K 0.29% 50
2024
Q4
$364K Buy
636
+23
+4% +$13.2K 0.26% 47
2024
Q3
$304K Buy
613
+23
+4% +$11.4K 0.22% 59
2024
Q2
$267K Sell
590
-6
-1% -$2.71K 0.21% 58
2024
Q1
$249K Buy
596
+35
+6% +$14.6K 0.21% 65
2023
Q4
$216K Buy
+561
New +$216K 0.2% 55