High Net Worth Advisory Group’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
Q2
$1.2M Buy
2025
Q1
$742K Buy
2024
Q4
$644K Buy
2022
Q4
Sell
2022
Q3
$32K Hold
2022
Q2
$32K Sell
2022
Q1
$143K Buy
2021
Q4
$10K Buy