Pine Harbor Wealth Management’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
$377K Hold
533
0.13% 68
2025
Q1
$291K Hold
533
0.12% 70
2024
Q4
$305K Hold
533
0.12% 70
2024
Q3
$264K Hold
533
0.13% 82
2024
Q2
$241K Hold
533
0.14% 82
2024
Q1
$223K Sell
533
-54
-9% -$22.6K 0.14% 86
2023
Q4
$227K Buy
+587
New +$227K 0.17% 86