Financial Synergies Wealth Advisors’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4
Closed -$1.67K 221
2024
Q1
$1.67K Hold
4
﹤0.01% 343
2023
Q4
$1.37K Hold
4
﹤0.01% 291
2023
Q3
$1.3K Hold
4
﹤0.01% 347
2023
Q2
$1.29K Hold
4
﹤0.01% 339
2023
Q1
$1.31K Hold
4
﹤0.01% 351
2022
Q4
$1.37K Buy
+4
New +$1.37K ﹤0.01% 291