ORG 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	$450K	Buy	636 +58	+10%	+$41K	0.11%	124
2025 Q1	$318K	Buy	+578	New	+$318K	0.1%	155
2024 Q4	–	Sell	-171	Closed	-$84.7K	–	517
2024 Q3	$84.7K	Buy	+171	New	+$84.7K	0.03%	206