Phillips Wealth Planners’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 | $941K | Sell |
1,349
-209
| -13% | -$146K | 0.85% | 30 |
|
|
2025
Q1 | $770K | Sell |
1,558
-273
| -15% | -$135K | 0.81% | 33 |
|
|
2024
Q4 | $1.03M | Sell |
1,831
-38
| -2% | -$21.3K | 1.02% | 23 |
|
|
2024
Q3 | $990K | Buy |
1,869
+38
| +2% | +$20.1K | 0.95% | 26 |
|
|
2024
Q2 | $877K | Sell |
1,831
-31
| -2% | -$14.8K | 0.92% | 28 |
|
|
2024
Q1 | $739K | Sell |
1,862
-66
| -3% | -$26.2K | 0.85% | 29 |
|
|
2023
Q4 | $727K | Buy |
1,928
+239
| +14% | +$90.1K | 0.88% | 31 |
|
|
2023
Q3 | $505K | Buy |
+1,689
| New | +$505K | 0.68% | 47 |
|