Axim Planning & Wealth’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
$289K Sell
409
-9
-2% -$6.37K 0.26% 33
2025
Q1
$228K Buy
+418
New +$228K 0.2% 32
2022
Q4
Sell
-180
Closed -$53K 84
2022
Q3
$53K Hold
180
0.05% 44
2022
Q2
$53K Buy
+180
New +$53K 0.04% 43