Brown Financial Advisors’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
$2.84M Sell
4,015
-405
-9% -$287K 1.11% 27
2025
Q1
$2.41M Buy
4,420
+502
+13% +$274K 1% 36
2024
Q4
$2.24M Sell
3,918
-64
-2% -$36.6K 0.9% 33
2024
Q3
$1.97M Sell
3,982
-684
-15% -$339K 0.81% 37
2024
Q2
$2.11M Buy
+4,666
New +$2.11M 0.94% 30