Connecticut Wealth Management’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
$867K Sell
2025
Q2
$783K Sell
2025
Q1
$634K Buy
2024
Q4
$660K Sell
2024
Q3
$617K Buy
2024
Q2
$495K Buy
2024
Q1
$454K Sell
2023
Q4
$420K Buy
2023
Q3
$337K Sell
2023
Q2
$366K Buy
2023
Q1
$305K Sell
2022
Q4
$326K Buy
2022
Q3
$268K Buy
2022
Q2
$209K Buy
2022
Q1
$226K Buy
2017
Q4
Sell
2017
Q3
$244K Hold
2017
Q2
$227K Hold
2017
Q1
$229K Hold
2016
Q4
$247K Buy