Mowery & Schoenfeld Wealth Management’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
Q2
$39.6K Hold
2025
Q1
$30.6K Hold
2024
Q4
$32.1K Sell
2024
Q3
$61.9K Hold
2024
Q2
$56.5K Buy