Lakeshore 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	$308K	Hold	435	–	–	0.12%	51
2025 Q1	$238K	Buy	435 +37	+9%	+$20.2K	0.1%	63
2024 Q4	$228K	Buy	+398	New	+$228K	0.1%	66