HWP
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Heritage Wealth Partners’s Goldman Sachs GS Stock Holding History

Heritage Wealth Partners’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$371K Sell
679
-175
-20% -$95.6K 0.57% 38
2024
Q4 		$489K Sell
854
-619
-42% -$354K 0.61% 35
2024
Q3 		$730K Sell
1,473
-621
-30% -$308K 0.86% 31
2024
Q2 		$947K Buy
+2,094
New +$947K 1.37% 20