Strategic Planning Group’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 | $6.46M | Buy |
9,129
+1,417
| +18% | +$1M | 1.05% | 30 |
|
|
2025
Q1 | $4.21M | Sell |
7,712
-166
| -2% | -$90.7K | 0.82% | 44 |
|
|
2024
Q4 | $4.51M | Buy |
7,878
+213
| +3% | +$122K | 0.83% | 36 |
|
|
2024
Q3 | $3.8M | Buy |
7,665
+412
| +6% | +$204K | 0.75% | 50 |
|
|
2024
Q2 | $3.28M | Buy |
7,253
+632
| +10% | +$286K | 0.72% | 50 |
|
|
2024
Q1 | $2.77M | Buy |
6,621
+685
| +12% | +$286K | 0.69% | 44 |
|
|
2023
Q4 | $2.29M | Buy |
+5,936
| New | +$2.29M | 0.76% | 36 |
|