Morton Brown Family Wealth’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 | $47.4K | Hold |
67
| – | – | 0.01% | 110 |
|
|
2025
Q1 | $36.4K | Buy |
67
+15
| +29% | +$8.16K | 0.01% | 122 |
|
|
2024
Q4 | $30K | Hold |
52
| – | – | 0.01% | 128 |
|
|
2024
Q3 | $25.8K | Hold |
52
| – | – | 0.01% | 123 |
|
|
2024
Q2 | $25.2K | Hold |
52
| – | – | 0.01% | 119 |
|
|
2024
Q1 | $21.5K | Buy |
52
+1
| +2% | +$414 | 0.01% | 119 |
|
|
2023
Q4 | $19.7K | Buy |
+51
| New | +$19.7K | 0.01% | 140 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$1.96K | – | 228 |
|
|
2023
Q1 | $1.96K | Buy |
+6
| New | +$1.96K | ﹤0.01% | 196 |
|