RKL Wealth Management’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
$500K Sell
707
-9
-1% -$6.37K 0.04% 128
2025
Q1
$391K Buy
716
+1
+0.1% +$546 0.04% 136
2024
Q4
$410K Sell
715
-3
-0.4% -$1.72K 0.04% 135
2024
Q3
$356K Buy
+718
New +$356K 0.03% 122