Moss Adams Wealth Advisors’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
$619K Buy
875
+2
+0.2% +$1.42K 0.06% 116
2025
Q1
$477K Buy
873
+162
+23% +$88.5K 0.05% 112
2024
Q4
$407K Sell
711
-11
-2% -$6.3K 0.04% 120
2024
Q3
$357K Buy
722
+208
+40% +$103K 0.04% 126
2024
Q2
$232K Buy
+514
New +$232K 0.03% 149