CCG 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
$350K Buy
494
+6
+1% +$4.25K 0.18% 56
2025
Q1
$267K Buy
488
+105
+27% +$57.4K 0.16% 61
2024
Q4
$219K Buy
+383
New +$219K 0.12% 66