GeoWealth Management’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
$1.16M Buy
2025
Q2
$982K Sell
2025
Q1
$3.46M Sell
2024
Q4
$3.74M Buy
2024
Q3
$2.29M Buy
2024
Q2
$1.95M Buy
2024
Q1
$463K Buy
2023
Q4
$261K Buy
2023
Q3
$101K Sell
2023
Q2
$103K Buy
2023
Q1
$97K Buy
2019
Q4
Sell
2019
Q3
$396K Buy