Private Wealth Management Group’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
Q3
$232K Buy
2025
Q2
$185K Hold
2025
Q1
$143K Buy
2024
Q4
$85.9K Hold
2024
Q3
$74.3K Hold
2024
Q2
$67.8K Hold
2024
Q1
$62.7K Sell
2023
Q4
$87.2K Buy