Principia Wealth Advisory’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
$14.2K Buy
20
+5
+33% +$3.54K 0.01% 142
2025
Q1
$7.75K Buy
15
+7
+88% +$3.62K 0.01% 142
2024
Q4
$4.58K Buy
+8
New +$4.58K ﹤0.01% 155