Evelyn Partners Investment 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	$28.6M	Sell	29,559 -7,334	-20%	-$7.1M	1.18%	21
2025 Q1	$27M	Buy	+36,893	New	+$27M	1.23%	20