Private Wealth Management Group’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
$185K Hold
261
0.06% 85
2025
Q1
$143K Buy
261
+111
+74% +$60.6K 0.05% 93
2024
Q4
$85.9K Hold
150
0.03% 122
2024
Q3
$74.3K Hold
150
0.03% 131
2024
Q2
$67.8K Hold
150
0.03% 133
2024
Q1
$62.7K Sell
150
-76
-34% -$31.7K 0.03% 134
2023
Q4
$87.2K Buy
+226
New +$87.2K 0.04% 107