SkyOak Wealth’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
$301K Hold
2025
Q2
$268K Hold
2025
Q1
$206K Hold
2024
Q4
$216K Buy
2021
Q4
Sell
2021
Q3
$260K Hold
2021
Q2
$261K Hold
2021
Q1
$240K Buy