Morris Financial Concepts’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	$384K	Sell	542 -3	-0.6%	-$2.12K	0.15%	80
2025 Q1	$298K	Buy	545 +9	+2%	+$4.92K	0.12%	97
2024 Q4	$307K	Buy	536 +18	+3%	+$10.3K	0.13%	92
2024 Q3	$256K	Buy	+518	New	+$256K	0.11%	101