Evelyn Partners Asset 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
$1.07M Buy
1,517
+1,323
+682% +$936K 0.48% 35
2025
Q1
$142K Buy
+194
New +$142K 0.09% 47