Prudent Man 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
$442K Buy
625
+151
+32% +$107K 0.14% 127
2025
Q1
$259K Buy
474
+73
+18% +$39.9K 0.09% 138
2024
Q4
$230K Buy
+401
New +$230K 0.08% 143