Center for Financial Planning’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
$19.8K Hold
28
﹤0.01% 394
2025
Q1
$15.3K Hold
28
﹤0.01% 424
2024
Q4
$16K Hold
28
﹤0.01% 368
2024
Q3
$13.9K Hold
28
﹤0.01% 368
2024
Q2
$12.7K Hold
28
﹤0.01% 368
2024
Q1
$11.7K Hold
28
﹤0.01% 390
2023
Q4
$10.8K Buy
28
+5
+22% +$1.93K ﹤0.01% 362
2023
Q3
$7.44K Hold
23
﹤0.01% 385
2023
Q2
$7.42K Hold
23
﹤0.01% 417
2023
Q1
$7.52K Hold
23
﹤0.01% 389
2022
Q4
$7.9K Hold
23
﹤0.01% 380
2022
Q3
$7K Hold
23
﹤0.01% 391
2022
Q2
$7K Hold
23
﹤0.01% 394
2022
Q1
$8K Hold
23
﹤0.01% 397
2021
Q4
$9K Hold
23
﹤0.01% 391
2021
Q3
$9K Hold
23
﹤0.01% 372
2021
Q2
$9K Hold
23
﹤0.01% 375
2021
Q1
$8K Hold
23
﹤0.01% 410
2020
Q4
$6K Hold
23
﹤0.01% 385
2020
Q3
$5K Hold
23
﹤0.01% 357
2020
Q2
$5K Hold
23
﹤0.01% 362
2020
Q1
$4K Hold
23
﹤0.01% 436
2019
Q4
$5K Buy
+23
New +$5K ﹤0.01% 369