Keudell/Morrison 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
2025
Q2
$291K Hold
2025
Q1
$225K Sell
2024
Q4
$357K Hold
2024
Q3
$309K Hold
2024
Q2
$282K Hold
2024
Q1
$261K Buy