Sonoma Private 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
$875K Buy
2025
Q2
$773K Sell
2025
Q1
$606K Buy
2024
Q4
$552K Sell
2024
Q3
$480K Sell
2024
Q2
$464K Sell
2024
Q1
$435K Sell
2023
Q4
$405K Buy