Focus Partners Wealth’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$188M Buy
2025
Q2
$140M Buy
2025
Q1
$94.9M Sell
2024
Q4
$101M Buy
2024
Q3
$47.8M Sell
2024
Q2
$44.5M Buy
2024
Q1
$18.1M Buy
2023
Q4
$640K Buy