Convergence Financial’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
$1.98M Buy
2,797
+416
+17% +$294K 0.34% 52
2025
Q1
$1.3M Buy
2,381
+218
+10% +$119K 0.26% 57
2024
Q4
$1.24M Buy
2,163
+42
+2% +$24.1K 0.25% 51
2024
Q3
$1.05M Buy
2,121
+1,157
+120% +$573K 0.22% 57
2024
Q2
$436K Buy
+964
New +$436K 0.12% 95