Heartwood Wealth Advisors’s Goldman Sachs GS Stock Holding History

Heartwood Wealth Advisors’s Portfolio GS Stock Details GS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$45.4K	Buy
2025 Q1	–	Sell
2024 Q4	$1.08M	Sell
2024 Q3	$942K	Buy
2024 Q2	$835K	Buy
2024 Q1	$751K	Buy