PDS 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
$1.3M Sell
2025
Q2
$1.18M Buy
2025
Q1
$847K Buy
2024
Q4
$815K Buy
2024
Q3
$694K Buy
2024
Q2
$606K Buy
2024
Q1
$468K Buy
2023
Q4
$428K Buy
2023
Q3
$338K Buy
2023
Q2
$330K Buy
2023
Q1
$288K Buy
2022
Q4
$210K Buy