Wellspring Financial Advisors’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 | $241K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $340K | Buy |
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|
2024
Q1 | $310K | Buy |
|
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|
2023
Q4 | $286K | Buy |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $231K | Hold |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $229K | Buy |
|