JGP Wealth Management’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
$248K Sell
350
-44
-11% -$31.1K 0.03% 180
2025
Q1
$215K Buy
+394
New +$215K 0.03% 178