Waterway 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
$408K Sell
576
-205
-26% -$145K 0.12% 67
2025
Q1
$426K Buy
781
+211
+37% +$115K 0.18% 54
2024
Q4
$326K Buy
570
+60
+12% +$34.4K 0.14% 60
2024
Q3
$253K Buy
510
+50
+11% +$24.8K 0.11% 66
2024
Q2
$208K Buy
+460
New +$208K 0.1% 60