Three Bridge 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
$246K Sell
2025
Q2
$277K Sell
2025
Q1
$352K Hold
2024
Q4
$369K Hold
2024
Q3
$319K Hold
2024
Q2
$291K Hold
2024
Q1
$269K Hold
2023
Q4
$248K Hold
2023
Q3
$208K Hold
2023
Q2
$208K Hold
2023
Q1
$211K Buy