Diversify Wealth Management’s Goldman Sachs GS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
1,357
-46
-3% -$34.2K 0.06% 268
2025
Q1
$770K Sell
1,403
-19
-1% -$10.4K 0.06% 280
2024
Q4
$797K Buy
+1,422
New +$797K 0.06% 254