SC&H 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
Q2
$328K Buy
2025
Q1
$235K Hold
2024
Q4
$247K Hold
2024
Q3
$213K Buy
2023
Q1
Sell
2022
Q4
$283K Sell
2022
Q3
$243K Sell
2022
Q2
$275K Sell
2022
Q1
$387K Buy
2021
Q4
$278K Buy