U.S. Wealth Group’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	$3.54M	Buy	4,999 +298	+6%	+$211K	2.76%	14
2025 Q1	$2.6M	Sell	4,701 -270	-5%	-$150K	2.06%	14
2024 Q4	$2.85M	Buy	+4,971	New	+$2.85M	2.15%	14