CPA
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Compass Planning Associates’s Goldman Sachs GS Stock Holding History

Compass Planning Associates’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.3K Hold
40
– – 0.03% 73
2025
Q1 		$21.8K Hold
40
– – 0.02% 83
2024
Q4 		$22.9K Buy
+40
New +$22.9K 0.02% 81