Capital & Planning LLC’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5
Closed -$2.86K 94
2024
Q4
$2.86K Buy
+5
New +$2.86K ﹤0.01% 148