Essential Planning’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $398K | Hold |
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|
2025
Q2 | $354K | Hold |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $235K | Buy |
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