WR Wealth Planners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $109K | Sell |
191
-26
| -12% | -$14.9K | 0.04% | 222 |
|
|
2024
Q3 | $107K | Buy |
217
+51
| +31% | +$25.3K | 0.03% | 256 |
|
|
2024
Q2 | $75.1K | Buy |
166
+10
| +6% | +$4.52K | 0.02% | 279 |
|
|
2024
Q1 | $65.2K | Buy |
+156
| New | +$65.2K | 0.02% | 302 |
|
|
2023
Q4 | – | Sell |
-76
| Closed | -$24.6K | – | 463 |
|
|
2023
Q3 | $24.6K | Sell |
76
-37
| -33% | -$12K | 0.01% | 403 |
|
|
2023
Q2 | $36.4K | Buy |
113
+50
| +79% | +$16.1K | 0.01% | 358 |
|
|
2023
Q1 | $20.6K | Buy |
+63
| New | +$20.6K | 0.01% | 424 |
|