Sound View Wealth Advisors Group’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
$1.04M Buy
2025
Q1
$731K Sell
2024
Q4
$834K Buy
2024
Q3
$709K Buy
2024
Q2
$491K Buy
2024
Q1
$438K Sell
2023
Q4
$432K Buy
2023
Q3
$304K Buy
2023
Q2
$233K Buy
2023
Q1
$211K Sell
2022
Q4
$432K Buy