PWM
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Pines Wealth Management’s Goldman Sachs GS Stock Holding History

Pines Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.92M Buy
2,652
+198
+8% +$143K 0.68% 33
2025
Q1 		$1.13M Sell
2,454
-271
-10% -$125K 0.52% 46
2024
Q4 		$1.53M Buy
+2,725
New +$1.53M 0.66% 35