JWM

Jessup Wealth Management’s Goldman Sachs GS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.47M	Buy	2,077 +28	+1%	+$19.8K	0.59%	32
2025 Q1	$1.12M	Buy	+2,049	New	+$1.12M	0.47%	35
2023 Q1	–	Sell	-13,407	Closed	-$4.6M	–	70
2022 Q4	$4.6M	Buy	+13,407	New	+$4.6M	2.92%	13