Retirement Planning Company of New England’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
$1.99M Sell
2,819
-20
-0.7% -$14.2K 0.89% 29
2025
Q1
$1.55M Buy
2,839
+26
+0.9% +$14.2K 0.77% 32
2024
Q4
$1.61M Sell
2,813
-22
-0.8% -$12.6K 0.78% 31
2024
Q3
$1.4M Buy
2,835
+47
+2% +$23.3K 0.7% 36
2024
Q2
$1.26M Sell
2,788
-188
-6% -$85K 0.69% 37
2024
Q1
$1.24M Sell
2,976
-2,744
-48% -$1.15M 0.68% 37
2023
Q4
$2.21M Buy
5,720
+134
+2% +$51.7K 0.99% 23
2023
Q3
$1.81M Buy
5,586
+1,684
+43% +$545K 1.01% 22
2023
Q2
$1.26M Buy
3,902
+148
+4% +$47.7K 0.73% 38
2023
Q1
$1.23M Buy
3,754
+115
+3% +$37.6K 0.75% 35
2022
Q4
$1.25M Sell
3,639
-4
-0.1% -$1.37K 0.82% 29
2022
Q3
$1.07M Buy
3,643
+60
+2% +$17.6K 0.77% 35
2022
Q2
$1.06M Buy
3,583
+211
+6% +$62.7K 0.73% 38
2022
Q1
$1.11M Buy
3,372
+597
+22% +$197K 0.63% 44
2021
Q4
$1.06M Buy
+2,775
New +$1.06M 0.52% 48