CFM Wealth Partners’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
$3.17M Buy
2025
Q2
$2.38M Buy
2025
Q1
$1.8M Buy
2024
Q4
$1.69M Buy
2024
Q3
$1.23M Buy
2024
Q2
$823K Buy
2024
Q1
$756K Buy
2023
Q4
$668K Sell
2023
Q3
$565K Hold
2023
Q2
$563K Sell
2023
Q1
$582K Sell
2022
Q4
$662K Buy
2022
Q3
$515K Buy
2022
Q2
$483K Buy
2022
Q1
$470K Buy