Tyler-Stone 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
$881K Buy
1,245
+43
+4% +$30.4K 0.14% 133
2025
Q1
$657K Sell
1,202
-103
-8% -$56.3K 0.12% 162
2024
Q4
$747K Buy
1,305
+148
+13% +$84.7K 0.13% 139
2024
Q3
$573K Buy
1,157
+595
+106% +$295K 0.11% 170
2024
Q2
$254K Buy
562
+78
+16% +$35.3K 0.1% 167
2024
Q1
$202K Buy
484
+3
+0.6% +$1.25K 0.09% 194
2023
Q4
$186K Hold
481
0.09% 183
2023
Q3
$156K Buy
481
+3
+0.6% +$973 0.09% 186
2023
Q2
$154K Buy
+478
New +$154K 0.09% 194
2022
Q4
$140K Buy
407
+25
+7% +$8.6K 0.1% 194
2022
Q3
$112K Buy
382
+2
+0.5% +$586 0.09% 203
2022
Q2
$113K Buy
380
+112
+42% +$33.3K 0.08% 219
2022
Q1
$88K Sell
268
-10
-4% -$3.28K 0.05% 269
2021
Q4
$106K Buy
+278
New +$106K 0.06% 259