Brandywine Oak Private Wealth’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$969K	Buy	1,145 +9	+0.8%	+$8.03K	0.08%	110
2025 Q4	$999K	Buy	1,136 +14	+1%	+$11.4K	0.08%	108
2025 Q3	$894K	Buy	1,122 +1	+0.1%	+$741	0.08%	110
2025 Q2	$793K	Sell	1,121 -14	-1%	-$8.11K	0.07%	118
2025 Q1	$620K	Sell	1,135 -8	-0.7%	-$4.81K	0.06%	131
2024 Q4	$655K	Buy	1,143 +96	+9%	+$53.5K	0.06%	130
2024 Q3	$518K	Buy	1,047 +10	+1%	+$4.89K	0.05%	148
2024 Q2	$469K	Buy	1,037 +25	+2%	+$11K	0.05%	155
2024 Q1	$423K	Sell	1,012 -20	-2%	-$7.76K	0.04%	160
2023 Q4	$398K	Buy	1,032 +19	+2%	+$6.34K	0.04%	165
2023 Q3	$328K	Buy	1,013 +11	+1%	+$3.67K	0.04%	178
2023 Q2	$323K	Sell	1,002 -172	-15%	-$56.5K	0.04%	190
2023 Q1	$384K	Sell	1,174 -33	-3%	-$11.5K	0.04%	178
2022 Q4	$414K	Sell	1,207 -170	-12%	-$59.2K	0.05%	170
2022 Q3	$403K	Sell	1,377 -32	-2%	-$10.4K	0.05%	178
2022 Q2	$418K	Sell	1,409 -48	-3%	-$14.9K	0.05%	195
2022 Q1	$431K	Buy	1,457 +175	+14%	+$61.8K	0.05%	208
2021 Q4	$490K	Buy	1,282 +110	+9%	+$43.5K	0.05%	201
2021 Q3	$443K	Buy	1,172 +200	+21%	+$78.1K	0.05%	206
2021 Q2	$368K	Buy	972 +230	+31%	+$82.3K	0.04%	221
2021 Q1	$242K	Buy	+742	New	+$231K	0.04%	242
2020 Q1	–	Sell	-1,021	Closed	-$234K	–	235
2019 Q4	$234K	Sell	1,021 -63	-6%	-$13.7K	0.04%	220
2019 Q3	$224K	Sell	1,084 -20	-2%	-$4.18K	0.04%	212
2019 Q2	$225K	Hold	1,104	–	–	0.05%	202
2019 Q1	$211K	Sell	1,104 -232	-17%	-$44.8K	0.04%	204
2018 Q4	$223K	Buy	+1,336	New	+$270K	0.05%	187