Provenance Wealth Advisors’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
$46K Hold
65
0.01% 213
2025
Q1
$35.5K Hold
65
0.01% 243
2024
Q4
$37.2K Hold
65
﹤0.01% 235
2024
Q3
$32.2K Hold
65
﹤0.01% 259
2024
Q2
$29.4K Hold
65
﹤0.01% 240
2024
Q1
$27.2K Hold
65
﹤0.01% 257
2023
Q4
$25.1K Buy
65
+58
+829% +$22.4K ﹤0.01% 248
2023
Q3
$2.27K Buy
+7
New +$2.27K ﹤0.01% 310