Plancorp LLC’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 | $641K | Buy |
906
+155
| +21% | +$110K | 0.02% | 195 |
|
|
2025
Q1 | $410K | Buy |
751
+79
| +12% | +$43.1K | 0.02% | 234 |
|
|
2024
Q4 | $385K | Sell |
672
-6
| -0.9% | -$3.44K | 0.02% | 220 |
|
|
2024
Q3 | $336K | Buy |
678
+15
| +2% | +$7.43K | 0.01% | 233 |
|
|
2024
Q2 | $300K | Buy |
663
+19
| +3% | +$8.59K | 0.01% | 232 |
|
|
2024
Q1 | $269K | Buy |
644
+80
| +14% | +$33.4K | 0.01% | 253 |
|
|
2023
Q4 | $218K | Buy |
+564
| New | +$218K | 0.01% | 259 |
|
|
2022
Q4 | – | Sell |
-753
| Closed | -$221K | – | 236 |
|
|
2022
Q3 | $221K | Buy |
+753
| New | +$221K | 0.01% | 210 |
|
|
2022
Q2 | – | Sell |
-625
| Closed | -$206K | – | 251 |
|
|
2022
Q1 | $206K | Buy |
625
+69
| +12% | +$22.7K | 0.01% | 233 |
|
|
2021
Q4 | $213K | Buy |
556
+17
| +3% | +$6.51K | 0.01% | 230 |
|
|
2021
Q3 | $204K | Buy |
+539
| New | +$204K | 0.01% | 224 |
|