Heartwood 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
2025 Q1	–	Sell	-1,893	Closed	-$1.08M	–	175
2024 Q4	$1.08M	Sell	1,893 -10	-0.5%	-$5.73K	0.12%	62
2024 Q3	$942K	Buy	1,903 +56	+3%	+$27.7K	0.1%	71
2024 Q2	$835K	Buy	1,847 +50	+3%	+$22.6K	0.1%	76
2024 Q1	$751K	Buy	+1,797	New	+$751K	0.09%	76