Davies Financial Advisors’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
$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