Brass Tax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Hold |
575
| – | – | 0.08% | 131 |
|
|
2025
Q1 | $314K | Sell |
575
-75
| -12% | -$41K | 0.07% | 151 |
|
|
2024
Q4 | $372K | Hold |
650
| – | – | 0.08% | 119 |
|
|
2024
Q3 | $322K | Buy |
650
+25
| +4% | +$12.4K | 0.07% | 137 |
|
|
2024
Q2 | $283K | Buy |
625
+50
| +9% | +$22.6K | 0.12% | 99 |
|
|
2024
Q1 | $240K | Buy |
+575
| New | +$240K | 0.13% | 97 |
|