Elevation Wealth Partners’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
$14.2K Hold
20
0.01% 343
2025
Q1
$11K Hold
20
﹤0.01% 363
2024
Q4
$11.5K Hold
20
﹤0.01% 359
2024
Q3
$9.94K Hold
20
﹤0.01% 357
2024
Q2
$9.05K Hold
20
﹤0.01% 352
2024
Q1
$8.35K Sell
20
-349
-95% -$146K ﹤0.01% 366
2023
Q4
$119K Buy
369
+335
+985% +$108K 0.07% 136
2023
Q3
$11K Hold
34
0.01% 237
2023
Q2
$11K Hold
34
0.01% 246
2023
Q1
$11.1K Buy
+34
New +$11.1K 0.01% 254