Mitchell McLeod Pugh & Williams’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Buy	1,320 +16	+1%	+$14.3K	0.16%	118
2025 Q4	$1.21M	Buy	1,304 +496	+61%	+$405K	0.17%	112
2025 Q3	$640K	Buy	808 +59	+8%	+$43.7K	0.1%	160
2025 Q2	$530K	Hold	749	–	–	0.1%	172
2025 Q1	$409K	Buy	749 +1	+0.1%	+$602	0.08%	193
2024 Q4	$428K	Sell	748 -249	-25%	-$139K	0.09%	187
2024 Q3	$494K	Buy	997 +10	+1%	+$4.89K	0.1%	177
2024 Q2	$446K	Hold	987	–	–	0.1%	178
2024 Q1	$412K	Hold	987	–	–	0.1%	181
2023 Q4	$381K	Buy	987 +312	+46%	+$104K	0.1%	178
2023 Q3	$218K	Hold	675	–	–	0.06%	226
2023 Q2	$218K	Hold	675	–	–	0.06%	233
2023 Q1	$221K	Hold	675	–	–	0.07%	234
2022 Q4	$232K	Buy	+675	New	+$235K	0.08%	217