Peak Planning Group’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.13M Sell
2025
Q4
$1.18M Buy
2024
Q4
$636K Buy
2024
Q2
$511K Buy
2024
Q1
$467K Buy
2023
Q4
$431K Sell
2023
Q3
$364K Sell
2023
Q2
$366K Buy
2023
Q1
$371K Buy
2022
Q4
$389K Buy
2022
Q3
$332K Buy