Trinity Financial 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
$517K Buy
2025
Q2
$457K Buy
2025
Q1
$329K Buy
2024
Q4
$340K Buy
2024
Q3
$281K Buy
2024
Q2
$263K Sell
2024
Q1
$291K Buy
2023
Q4
$267K Sell
2023
Q3
$247K Buy
2023
Q2
$239K Buy