PS
Planned Solutions’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
600
| – | – | 0.16% | 70 |
|
|
2025
Q1 | $328K | Hold |
600
| – | – | 0.13% | 75 |
|
|
2024
Q4 | $344K | Hold |
600
| – | – | 0.14% | 68 |
|
|
2024
Q3 | $297K | Hold |
600
| – | – | 0.12% | 72 |
|
|
2024
Q2 | $271K | Sell |
600
-150
| -20% | -$67.8K | 0.13% | 73 |
|
|
2024
Q1 | $313K | Hold |
750
| – | – | 0.15% | 64 |
|
|
2023
Q4 | $289K | Hold |
750
| – | – | 0.14% | 61 |
|
|
2023
Q3 | $243K | Hold |
750
| – | – | 0.15% | 65 |
|
|
2023
Q2 | $242K | Hold |
750
| – | – | 0.14% | 64 |
|
|
2023
Q1 | $245K | Hold |
750
| – | – | 0.16% | 64 |
|
|
2022
Q4 | $258K | Hold |
750
| – | – | 0.19% | 55 |
|
|
2022
Q3 | $220K | Hold |
750
| – | – | 0.18% | 57 |
|
|
2022
Q2 | $223K | Sell |
750
-120
| -14% | -$35.7K | 0.21% | 55 |
|
|
2022
Q1 | $287K | Hold |
870
| – | – | 0.2% | 52 |
|
|
2021
Q4 | $333K | Buy |
+870
| New | +$333K | 0.22% | 51 |
|
|
2021
Q2 | $330K | Hold |
870
| – | – | 0.23% | 48 |
|
|
2021
Q1 | $284K | Buy |
870
+495
| +132% | +$162K | 0.22% | 49 |
|
|
2020
Q4 | $99K | Hold |
375
| – | – | 0.08% | 100 |
|
|
2020
Q3 | $75K | Buy |
+375
| New | +$75K | 0.07% | 105 |
|