Westwood 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
Q3
$354K Buy
2025
Q2
$280K Hold
2025
Q1
$216K Hold
2024
Q4
$226K Buy
2023
Q3
Sell
2023
Q2
$353K Hold
2023
Q1
$358K Sell
2022
Q4
$452K Buy
2022
Q3
$382K Hold
2022
Q2
$388K Hold
2022
Q1
$431 Sell
2021
Q4
$557K Buy