Davies Financial Advisors’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
$740K Sell
1,045
-8
-0.8% -$5.66K 0.57% 38
2025
Q1
$575K Buy
1,053
+10
+1% +$5.46K 0.49% 42
2024
Q4
$597K Sell
1,043
-59
-5% -$33.8K 0.51% 40
2024
Q3
$546K Sell
1,102
-13
-1% -$6.44K 0.48% 47
2024
Q2
$504K Buy
1,115
+36
+3% +$16.3K 0.47% 45
2024
Q1
$451K Buy
+1,079
New +$451K 0.46% 42