Avantax Planning Partners’s Goldman Sachs GS Stock Holding History

Avantax Planning Partners’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$286K	Buy
2025 Q2	$253K	Buy
2018 Q4	–	Sell
2018 Q3	$41K	Buy
2018 Q2	–	Sell
2018 Q1	$920K	Buy
2017 Q4	$929K	Sell
2017 Q3	$1.01M	Sell
2017 Q2	$990K	Buy
2017 Q1	$1.02M	Sell
2016 Q4	$1.12M	Buy