Wealth Management Partners’s Goldman Sachs GS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Sell	1,193 -7	-0.6%	-$6.25K	0.29%	74
2025 Q4	$1.05M	Buy	1,200 +27	+2%	+$22K	0.3%	66
2025 Q3	$934K	Sell	1,173 -10	-0.8%	-$7.41K	0.3%	69
2025 Q2	$841K	Buy	1,183 +40	+3%	+$23.2K	0.3%	68
2025 Q1	$624K	Buy	1,143 +18	+2%	+$10.8K	0.29%	67
2024 Q4	$644K	Buy	1,125 +223	+25%	+$124K	0.28%	69
2024 Q3	$447K	Hold	902	–	–	0.21%	76
2024 Q2	$408K	Sell	902 -10	-1%	-$4.39K	0.2%	73
2024 Q1	$381K	Buy	912 +38	+4%	+$14.7K	0.19%	81
2023 Q4	$337K	Sell	874 -31	-3%	-$10.3K	0.19%	82
2023 Q3	$293K	Buy	905 +118	+15%	+$39.4K	0.18%	83
2023 Q2	$254K	Buy	+787	New	+$259K	0.16%	100