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 |
|