Spartan Planning & Wealth Management’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
Q3
$512K Buy
2025
Q2
$441K Buy
2025
Q1
Sell
2024
Q4
$307K Buy
2023
Q4
$139K Buy
2022
Q4
$46.7K Buy