Essential 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 | $354K | Hold |
500
| – | – | 0.13% | 64 |
|
|
2025
Q1 | $273K | Sell |
500
-500
| -50% | -$273K | 0.11% | 69 |
|
|
2024
Q4 | $534K | Buy |
1,000
+500
| +100% | +$267K | ﹤0.01% | 264 |
|
|
2024
Q3 | $248K | Hold |
500
| – | – | 0.1% | 73 |
|
|
2024
Q2 | $226K | Sell |
500
-302
| -38% | -$137K | 0.1% | 65 |
|
|
2024
Q1 | $309K | Hold |
802
| – | – | 0.15% | 50 |
|
|
2023
Q4 | $309K | Hold |
802
| – | – | 0.16% | 50 |
|
|
2023
Q3 | $260K | Hold |
802
| – | – | 0.14% | 47 |
|
|
2023
Q2 | $259K | Hold |
802
| – | – | 0.15% | 47 |
|
|
2023
Q1 | $262K | Hold |
802
| – | – | 0.16% | 46 |
|
|
2022
Q4 | $275K | Hold |
802
| – | – | 0.21% | 37 |
|
|
2022
Q3 | $235K | Buy |
+802
| New | +$235K | 1.36% | 19 |
|