Avantax Planning Partners’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 | $253K | Buy |
+358
| New | +$253K | 0.01% | 386 |
|
|
2018
Q4 | – | Sell |
-182
| Closed | -$41K | – | 644 |
|
|
2018
Q3 | $41K | Buy |
+182
| New | +$41K | ﹤0.01% | 530 |
|
|
2018
Q2 | – | Sell |
-3,658
| Closed | -$920K | – | 715 |
|
|
2018
Q1 | $920K | Buy |
3,658
+13
| +0.4% | +$3.27K | 0.08% | 104 |
|
|
2017
Q4 | $929K | Sell |
3,645
-606
| -14% | -$154K | 0.09% | 105 |
|
|
2017
Q3 | $1.01M | Sell |
4,251
-208
| -5% | -$49.3K | 0.08% | 119 |
|
|
2017
Q2 | $990K | Buy |
4,459
+38
| +0.9% | +$8.44K | 0.08% | 111 |
|
|
2017
Q1 | $1.02M | Sell |
4,421
-252
| -5% | -$57.9K | 0.09% | 104 |
|
|
2016
Q4 | $1.12M | Buy |
+4,673
| New | +$1.12M | 0.12% | 83 |
|