MBL Wealth’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
Q3
$1.6M Sell
2025
Q2
$1.47M Sell
2025
Q1
$1.18M Buy
2024
Q4
$1.19M Sell
2024
Q3
$1.1M Buy
2024
Q2
$999K Sell
2024
Q1
$1.02M Sell
2023
Q4
$1.04M Buy
2023
Q3
$872K Sell
2023
Q2
$914K Buy
2023
Q1
$910K Buy
2022
Q4
$939K Buy
2022
Q3
$797K Buy
2022
Q2
$789K Buy
2022
Q1
$791K Buy
2021
Q1
$698K Buy
2020
Q4
$512K Buy