Sax Wealth 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
$1.17M Buy
2025
Q2
$958K Buy
2025
Q1
$728K Buy
2024
Q4
$582K Buy
2024
Q3
$495K Buy
2024
Q2
$383K Buy