Diversified Portfolios Inc’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
Q2
$395K Sell
2025
Q1
$306K Hold
2024
Q4
$321K Hold
2024
Q3
$278K Sell
2024
Q2
$274K Buy
2024
Q1
$233K Hold
2023
Q4
$215K Buy
2023
Q2
Sell
2023
Q1
$303K Buy