Novak & Powell Financial Services’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
$269K Buy
380
+1
+0.3% +$707 0.19% 113
2025
Q1
$207K Buy
379
+2
+0.5% +$1.09K 0.13% 145
2024
Q4
$216K Buy
+377
New +$216K 0.13% 140