Univest Financial’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	$200K	Buy	+283	New	+$200K	0.01%	263
2025 Q1	–	Sell	-445	Closed	-$255K	–	279
2024 Q4	$255K	Hold	445	–	–	0.02%	251
2024 Q3	$220K	Buy	+445	New	+$220K	0.01%	260