Focus Partners Wealth’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
$140M Buy
197,553
+23,915
+14% +$16.9M 0.3% 64
2025
Q1
$94.9M Sell
173,638
-3,212
-2% -$1.75M 0.24% 90
2024
Q4
$101M Buy
176,850
+80,296
+83% +$46M 0.26% 79
2024
Q3
$47.8M Sell
96,554
-1,720
-2% -$852K 0.15% 145
2024
Q2
$44.5M Buy
98,274
+55,053
+127% +$24.9M 0.15% 145
2024
Q1
$18.1M Buy
43,221
+41,563
+2,507% +$17.4M 0.15% 155
2023
Q4
$640K Buy
+1,658
New +$640K 0.01% 534