Cyndeo Wealth Partners’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
$2.66M Sell
3,758
-19
-0.5% -$13.4K 0.16% 145
2025
Q1
$2.06M Buy
3,777
+9
+0.2% +$4.92K 0.14% 160
2024
Q4
$2.16M Sell
3,768
-1
-0% -$573 0.15% 153
2024
Q3
$1.87M Buy
3,769
+468
+14% +$232K 0.13% 171
2024
Q2
$1.49M Buy
3,301
+97
+3% +$43.9K 0.12% 181
2024
Q1
$1.34M Buy
3,204
+9
+0.3% +$3.76K 0.11% 182
2023
Q4
$1.23M Buy
3,195
+3
+0.1% +$1.16K 0.11% 174
2023
Q3
$1.03M Buy
3,192
+184
+6% +$59.5K 0.11% 167
2023
Q2
$970K Sell
3,008
-581
-16% -$187K 0.1% 168
2023
Q1
$1.17M Sell
3,589
-947
-21% -$310K 0.13% 161
2022
Q4
$1.56M Buy
+4,536
New +$1.56M 0.18% 140