Brown Financial Advisors’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
Q3
$3.11M Sell
2025
Q2
$2.84M Sell
2025
Q1
$2.41M Buy
2024
Q4
$2.24M Sell
2024
Q3
$1.97M Sell
2024
Q2
$2.11M Buy