Davies Financial Advisors’s Goldman Sachs GS Stock Holding History

Davies Financial Advisors’s Portfolio GS Stock Details GS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$250K	Sell
2025 Q3	$797K	Sell
2025 Q2	$740K	Sell
2025 Q1	$575K	Buy
2024 Q4	$597K	Sell
2024 Q3	$546K	Sell
2024 Q2	$504K	Buy
2024 Q1	$451K	Buy