Cherrydale 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	$319K	Buy	451 +1	+0.2%	+$707	0.11%	53
2025 Q1	$246K	Sell	450 -1	-0.2%	-$547	0.1%	55
2024 Q4	$258K	Buy	451 +1	+0.2%	+$572	0.1%	56
2024 Q3	$223K	Hold	450	–	–	0.09%	59
2024 Q2	$204K	Buy	+450	New	+$204K	0.09%	62