WR Wealth Planners’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$109K Sell
2024
Q3
$107K Buy
2024
Q2
$75.1K Buy
2024
Q1
$65.2K Buy
2023
Q4
Sell
2023
Q3
$24.6K Sell
2023
Q2
$36.4K Buy
2023
Q1
$20.6K Buy