Kingswood Wealth Advisors’s Goldman Sachs GS Stock Holding History

Kingswood Wealth Advisors’s Portfolio GS Stock Details GS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.71M	Buy
2025 Q2	$4.59M	Buy
2025 Q1	$2.4M	Sell
2024 Q4	$2.55M	Sell
2024 Q3	$5.75M	Buy
2024 Q2	$5.23M	Buy
2024 Q1	$4.11M	Sell
2023 Q4	$4.13M	Buy
2023 Q3	$3.34M	Buy
2023 Q2	$1M	Buy