Quantum Financial 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
$372K Hold
526
0.05% 113
2025
Q1
$287K Hold
526
0.04% 127
2024
Q4
$301K Hold
526
0.05% 126
2024
Q3
$260K Hold
526
0.04% 139
2024
Q2
$238K Hold
526
0.04% 141
2024
Q1
$220K Buy
+526
New +$220K 0.04% 158