Covenant Asset 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
$5.02M Buy
2025
Q2
$4.37M Buy
2025
Q1
$547K Buy
2024
Q4
$307K Sell
2024
Q3
$365K Hold
2024
Q2
$333K Buy
2024
Q1
$224K Hold
2023
Q4
$207K Buy