Invenio Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
345
-234
| -40% | -$166K | 0.1% | 83 |
|
|
2025
Q1 | $316K | Buy |
579
+81
| +16% | +$44.3K | 0.13% | 67 |
|
|
2024
Q4 | $285K | Buy |
498
+7
| +1% | +$4.01K | 0.12% | 80 |
|
|
2024
Q3 | $243K | Buy |
491
+23
| +5% | +$11.4K | 0.11% | 89 |
|
|
2024
Q2 | $212K | Buy |
+468
| New | +$212K | 0.1% | 90 |
|