PP
PDS Planning’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
1,662
+112
| +7% | +$79.2K | 0.09% | 106 |
|
|
2025
Q1 | $847K | Buy |
1,550
+127
| +9% | +$69.4K | 0.07% | 125 |
|
|
2024
Q4 | $815K | Buy |
1,423
+22
| +2% | +$12.6K | 0.07% | 115 |
|
|
2024
Q3 | $694K | Buy |
1,401
+62
| +5% | +$30.7K | 0.06% | 140 |
|
|
2024
Q2 | $606K | Buy |
1,339
+220
| +20% | +$99.5K | 0.06% | 136 |
|
|
2024
Q1 | $468K | Buy |
1,119
+9
| +0.8% | +$3.76K | 0.05% | 173 |
|
|
2023
Q4 | $428K | Buy |
1,110
+67
| +6% | +$25.9K | 0.05% | 167 |
|
|
2023
Q3 | $338K | Buy |
1,043
+20
| +2% | +$6.47K | 0.04% | 194 |
|
|
2023
Q2 | $330K | Buy |
1,023
+142
| +16% | +$45.8K | 0.04% | 197 |
|
|
2023
Q1 | $288K | Buy |
881
+270
| +44% | +$88.3K | 0.04% | 205 |
|
|
2022
Q4 | $210K | Buy |
+611
| New | +$210K | 0.03% | 196 |
|