Morton Capital Management’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	$377K	Hold	532	–	–	0.07%	81
2025 Q1	$290K	Buy	532 +55	+12%	+$30K	0.06%	90
2024 Q4	$273K	Sell	477 -3	-0.6%	-$1.72K	0.05%	89
2024 Q3	$237K	Buy	+480	New	+$237K	0.05%	100