Trueblood 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
$1.61M Buy
2,269
+299
+15% +$212K 0.67% 38
2025
Q1
$1.08M Sell
1,970
-399
-17% -$218K 0.5% 64
2024
Q4
$1.36M Sell
2,369
-48
-2% -$27.5K 0.67% 37
2024
Q3
$1.2M Sell
2,417
-26
-1% -$12.9K 0.6% 45
2024
Q2
$1.11M Sell
2,443
-12
-0.5% -$5.43K 0.62% 46
2024
Q1
$1.03M Sell
2,455
-108
-4% -$45.1K 0.59% 52
2023
Q4
$989K Buy
+2,563
New +$989K 0.62% 47