Horizon Family Wealth’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
$825K Buy
2025
Q2
$723K Buy
2025
Q1
$556K Buy
2024
Q4
$532K Buy
2024
Q3
$458K Buy
2024
Q2
$410K Buy
2024
Q1
$377K Buy
2023
Q4
$342K Buy
2023
Q3
$280K Buy
2023
Q2
$251K Buy
2023
Q1
$237K Buy
2022
Q4
$231K Buy
2022
Q2
Sell
2022
Q1
$221K Buy