Planned Solutions’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
Q2 | $425K | Hold |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $271K | Sell |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q2 | $330K | Hold |
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|
2021
Q1 | $284K | Buy |
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|
2020
Q4 | $99K | Hold |
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|
2020
Q3 | $75K | Buy |
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