Sagespring 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
$6.69M Buy
9,457
+647
+7% +$458K 0.14% 84
2025
Q1
$4.81M Buy
8,810
+274
+3% +$150K 0.12% 90
2024
Q4
$4.89M Buy
+8,536
New +$4.89M 0.13% 82