Evelyn Partners Investment Management Services’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
$18.8M Buy
25,925
+14,938
+136% +$10.8M 2.5% 11
2025
Q1
$8.04M Buy
+10,987
New +$8.04M 1.4% 29