Palo Alto 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	$408K	Buy	577 +8	+1%	+$5.66K	0.15%	38
2025 Q1	$344K	Buy	569 +12	+2%	+$7.25K	0.13%	38
2024 Q4	$319K	Buy	+557	New	+$319K	0.11%	43