Pine Harbor Wealth Management’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
$377K Hold
2025
Q1
$291K Hold
2024
Q4
$305K Hold
2024
Q3
$264K Hold
2024
Q2
$241K Hold
2024
Q1
$223K Sell
2023
Q4
$227K Buy