Quantum Financial Advisors’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
$419K Hold
2025
Q2
$372K Hold
2025
Q1
$287K Hold
2024
Q4
$301K Hold
2024
Q3
$260K Hold
2024
Q2
$238K Hold
2024
Q1
$220K Buy