Francis Financial’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
$525K Buy
742
+10
+1% +$7.08K 0.12% 55
2025
Q1
$400K Sell
732
-148
-17% -$80.9K 0.1% 57
2024
Q4
$411K Buy
880
+163
+23% +$76.2K 0.1% 59
2024
Q3
$355K Buy
717
+15
+2% +$7.43K 0.09% 64
2024
Q2
$318K Buy
702
+64
+10% +$28.9K 0.1% 63
2024
Q1
$266K Buy
638
+54
+9% +$22.6K 0.09% 59
2023
Q4
$225K Buy
+584
New +$225K 0.1% 54