CWA
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Consilium Wealth Advisory’s Goldman Sachs GS Stock Holding History

Consilium Wealth Advisory’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,894
Closed -$1.03M – 96
2025
Q1 		$1.03M Sell
1,894
-833
-31% -$455K 0.52% 38
2024
Q4 		$1.56M Buy
+2,727
New +$1.56M 0.74% 31