Perfromance Wealth Partners’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
$94.8M Buy
2025
Q1
$71.5M Buy
2024
Q4
$69.9M Buy
2024
Q3
$59.2M Buy
2024
Q2
$51.9M Buy
2024
Q1
$31.6M Buy
2023
Q4
$28.5M Sell
2023
Q3
$25.5M Sell
2023
Q2
$25.9M Sell
2023
Q1
$27.6M Sell
2022
Q4
$30M Sell
2022
Q3
$25.9M Buy
2022
Q2
$25M Sell
2022
Q1
$29.5M Buy
2021
Q4
$30.2M Buy