Morton Brown Family 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
$42.4K Sell
2025
Q2
$47.4K Hold
2025
Q1
$36.4K Buy
2024
Q4
$30K Hold
2024
Q3
$25.8K Hold
2024
Q2
$25.2K Hold
2024
Q1
$21.5K Buy
2023
Q4
$19.7K Buy
2023
Q2
Sell
2023
Q1
$1.96K Buy