Elevation Wealth Partners’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
$31.9K Buy
2025
Q2
$14.2K Hold
2025
Q1
$11K Hold
2024
Q4
$11.5K Hold
2024
Q3
$9.94K Hold
2024
Q2
$9.05K Hold
2024
Q1
$8.35K Sell
2023
Q4
$119K Buy
2023
Q3
$11K Hold
2023
Q2
$11K Hold
2023
Q1
$11.1K Buy