M3 Advisory Group’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
$403K Sell
570
-29
-5% -$20.5K 0.28% 71
2025
Q1
$327K Buy
599
+37
+7% +$20.2K 0.26% 82
2024
Q4
$322K Sell
562
-2
-0.4% -$1.15K 0.23% 89
2024
Q3
$279K Buy
564
+21
+4% +$10.4K 0.21% 109
2024
Q2
$246K Buy
+543
New +$246K 0.2% 111