My Personal CFO LLC’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
$216K Buy
+305
New +$216K 0.1% 90
2023
Q1
Sell
-364
Closed -$125K 380
2022
Q4
$125K Buy
+364
New +$125K 0.12% 81