Spartan Planning & Wealth Management’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	$441K	Buy	+623	New	+$441K	0.38%	44
2025 Q1	–	Sell	-536	Closed	-$307K	–	74
2024 Q4	$307K	Buy	+536	New	+$307K	0.28%	55
2023 Q4	$139K	Buy	+360	New	+$139K	0.15%	75
2022 Q4	$46.7K	Buy	+136	New	+$46.7K	0.06%	99