Burling Wealth Partners’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
$1.47M Sell
2,078
-225
-10% -$159K 0.27% 81
2025
Q1
$1.26M Sell
2,303
-85
-4% -$46.4K 0.26% 86
2024
Q4
$1.37M Buy
+2,388
New +$1.37M 0.28% 84