McCarter Private Wealth Services’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
$425K Buy
600
+100
+20% +$70.8K 0.24% 76
2025
Q1
$273K Hold
500
0.18% 87
2024
Q4
$286K Hold
500
0.18% 84
2024
Q3
$248K Buy
+500
New +$248K 0.16% 90