Tolleson Wealth Management’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Hold	2,683	–	–	0.32%	28
2025 Q1	$1.47M	Hold	2,683	–	–	0.28%	33
2024 Q4	$1.54M	Hold	2,683	–	–	0.32%	30
2024 Q3	$1.33M	Hold	2,683	–	–	0.25%	32
2024 Q2	$1.21M	Hold	2,683	–	–	0.24%	40
2024 Q1	$1.12M	Hold	2,683	–	–	0.22%	41
2023 Q4	$1.04M	Hold	2,683	–	–	0.21%	43
2023 Q3	$868K	Hold	2,683	–	–	0.21%	46
2023 Q2	$865K	Hold	2,683	–	–	0.21%	49
2023 Q1	$878K	Hold	2,683	–	–	0.23%	45
2022 Q4	$921K	Hold	2,683	–	–	0.25%	46
2022 Q3	$786K	Hold	2,683	–	–	0.24%	44
2022 Q2	$797K	Hold	2,683	–	–	0.23%	45
2022 Q1	$886K	Hold	2,683	–	–	0.26%	43
2021 Q4	$1.03M	Hold	2,683	–	–	0.28%	43
2021 Q3	$1.01M	Sell	2,683 -298	-10%	-$113K	0.29%	39
2021 Q2	$1.13M	Hold	2,981	–	–	0.3%	37
2021 Q1	$975K	Hold	2,981	–	–	0.29%	40
2020 Q4	$786K	Hold	2,981	–	–	0.26%	40
2020 Q3	$599K	Hold	2,981	–	–	0.24%	42
2020 Q2	$589K	Hold	2,981	–	–	0.26%	41
2020 Q1	$461K	Hold	2,981	–	–	0.2%	43
2019 Q4	$685K	Hold	2,981	–	–	0.33%	35
2019 Q3	$618K	Hold	2,981	–	–	0.34%	34
2019 Q2	$610K	Hold	2,981	–	–	0.42%	26
2019 Q1	$572K	Hold	2,981	–	–	0.4%	25
2018 Q4	$498K	Buy	+2,981	New	+$498K	0.29%	29