WMG Financial Advisors’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
$230K Buy
+325
New +$230K 0.09% 165
2022
Q2
Sell
-726
Closed -$241K 159
2022
Q1
$241K Buy
+726
New +$241K 0.18% 136