WealthPlan Investment 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	$1.51M	Sell	2,127 -63	-3%	-$44.6K	0.11%	149
2025 Q1	$1.2M	Buy	+2,190	New	+$1.2M	0.12%	125
2023 Q3	–	Sell	-17	Closed	-$5.48K	–	235
2023 Q2	$5.48K	Hold	17	–	–	﹤0.01%	297
2023 Q1	$5.56K	Buy	+17	New	+$5.56K	﹤0.01%	359