Mosaic Family Wealth Partners’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
$298K Hold
421
0.04% 177
2025
Q1
$230K Buy
421
+14
+3% +$7.65K 0.03% 194
2024
Q4
$233K Buy
407
+1
+0.2% +$573 0.03% 187
2024
Q3
$201K Sell
406
-36
-8% -$17.8K 0.03% 201
2024
Q2
$200K Buy
+442
New +$200K 0.03% 187