Tower Wealth Partners’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
$686K Sell
2025
Q2
$619K Sell
2025
Q1
$545K Sell
2024
Q4
$579K Sell
2024
Q3
$506K Sell
2024
Q2
$474K Sell
2024
Q1
$473K Buy
2023
Q4
$424K Buy
2023
Q3
$348K Buy
2023
Q2
$339K Buy
2023
Q1
$341K Sell
2022
Q4
$385K Buy
2022
Q3
$383K Sell
2022
Q2
$334K Buy
2022
Q1
$266K Buy
2021
Q4
$299K Buy
2021
Q3
$294K Buy
2021
Q2
$284K Sell
2021
Q1
$284K Sell
2020
Q4
$234K Buy