Fi3 Financial Advisors’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
$554K Buy
783
+23
+3% +$16.3K 0.2% 45
2025
Q1
$415K Sell
760
-127
-14% -$69.3K 0.17% 57
2024
Q4
$508K Buy
887
+79
+10% +$45.2K 0.19% 49
2024
Q3
$400K Buy
808
+230
+40% +$114K 0.16% 48
2024
Q2
$261K Hold
578
0.12% 64
2024
Q1
$253K Buy
+578
New +$253K 0.12% 61