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Falcon Wealth Planning’s Goldman Sachs GS Stock Holding History

Falcon Wealth Planning’s Portfolio GS Stock Details GS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$394K Buy
557
+48
+9% +$34K 0.04% 117
2025
Q1 		$278K Buy
509
+29
+6% +$15.8K 0.03% 144
2024
Q4 		$275K Buy
480
+26
+6% +$14.9K 0.03% 137
2024
Q3 		$225K Buy
+454
New +$225K 0.03% 140