Walter & Keenan Wealth Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
2025
Q1
$338K Buy
2024
Q4
$316K Buy
2024
Q3
$270K Sell
2024
Q2
$251K Buy
2018
Q2
Sell
2018
Q1
$227K Hold
2017
Q4
$229K Hold
2017
Q3
$213K Buy