Jamison Private Wealth Management’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.3M	Buy	13,412 +167	+1%	+$149K	1.42%	23
2025 Q4	$11.6M	Buy	13,245 +216	+2%	+$176K	1.45%	21
2025 Q3	$10.4M	Buy	13,029 +438	+3%	+$325K	1.34%	24
2025 Q2	$8.91M	Buy	12,591 +310	+3%	+$180K	1.28%	27
2025 Q1	$6.71M	Buy	12,281 +332	+3%	+$200K	1.02%	34
2024 Q4	$6.84M	Buy	11,949 +785	+7%	+$438K	1.01%	33
2024 Q3	$5.53M	Buy	11,164 +719	+7%	+$352K	0.84%	41
2024 Q2	$4.72M	Buy	10,445 +40	+0.4%	+$17.6K	0.79%	40
2024 Q1	$4.35M	Buy	10,405 +218	+2%	+$84.6K	0.73%	45
2023 Q4	$3.93M	Buy	10,187 +12	+0.1%	+$4K	0.74%	47
2023 Q3	$3.29M	Buy	+10,175	New	+$3.4M	0.68%	49