MWM
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Modern Wealth Management’s Goldman Sachs GS Stock Holding History

Modern Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$733K Buy
1,036
+90
+10% +$63.7K 0.02% 411
2025
Q1 		$517K Buy
946
+49
+5% +$26.8K 0.02% 413
2024
Q4 		$513K Buy
+897
New +$513K 0.02% 360