Dynasty Wealth Management’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
$1.04M Sell
1,466
-465
-24% -$329K 0.02% 128
2025
Q1
$1.05M Sell
1,931
-28
-1% -$15.3K 0.02% 137
2024
Q4
$1.12M Sell
1,959
-171
-8% -$97.9K 0.02% 135
2024
Q3
$1.05M Sell
2,130
-594
-22% -$294K 0.03% 132
2024
Q2
$1.23M Buy
2,724
+176
+7% +$79.6K 0.04% 115
2024
Q1
$1.06M Buy
+2,548
New +$1.06M 0.03% 124