BankPlus Wealth Management’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
$323K Buy
457
+5
+1% +$3.54K 0.21% 85
2025
Q1
$247K Buy
452
+2
+0.4% +$1.09K 0.18% 89
2024
Q4
$258K Buy
+450
New +$258K 0.19% 93