Valued Wealth Advisors’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
$42.2K Sell
60
-8
-12% -$5.63K 0.02% 96
2025
Q1
$36.9K Sell
68
-18
-21% -$9.78K 0.02% 110
2024
Q4
$49.4K Buy
86
+35
+69% +$20.1K 0.03% 89
2024
Q3
$25.4K Buy
51
+3
+6% +$1.5K 0.02% 127
2024
Q2
$21.9K Buy
48
+9
+23% +$4.1K 0.02% 121
2024
Q1
$16.4K Buy
39
+10
+34% +$4.21K 0.01% 141
2023
Q4
$9.47K Buy
+29
New +$9.47K 0.01% 125