Quotient Wealth Partners’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
$4.04M Buy
5,704
+217
+4% +$154K 0.12% 51
2025
Q1
$3M Sell
5,487
-168
-3% -$91.8K 0.1% 55
2024
Q4
$3.24M Buy
5,655
+279
+5% +$160K 0.11% 52
2024
Q3
$2.66M Buy
5,376
+3,446
+179% +$1.71M 0.09% 55
2024
Q2
$873K Buy
1,930
+119
+7% +$53.8K 0.03% 115
2024
Q1
$757K Buy
1,811
+67
+4% +$28K 0.03% 133
2023
Q4
$673K Buy
+1,744
New +$673K 0.03% 150