A detailed history of Phillips Wealth Planners LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,869 shares of GS stock, worth $1.13 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
1,869
Previous 1,831 2.08%
Holding current value
$1.13 Million
Previous $877 Million 12.94%
% of portfolio
0.95%
Previous 0.92%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$459.02 - $510.25 $17,442 - $19,389
38 Added 2.08%
1,869 $990 Million
Q2 2024

Aug 02, 2024

SELL
$389.49 - $470.41 $12,074 - $14,582
-31 Reduced 1.66%
1,831 $877 Million
Q1 2024

Apr 29, 2024

SELL
$376.91 - $417.69 $24,876 - $27,567
-66 Reduced 3.42%
1,862 $739 Million
Q4 2023

Feb 12, 2024

BUY
$289.91 - $386.41 $69,288 - $92,351
239 Added 14.15%
1,928 $727 Million
Q3 2023

Oct 30, 2023

BUY
$313.0 - $358.93 $528,657 - $606,232
1,689 New
1,689 $505 Million

Others Institutions Holding GS

About GOLDMAN SACHS GROUP INC


  • Ticker GS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 341,356,000
  • Market Cap $206B
  • Description
  • The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The company's Investment Banking segment pr...
More about GS
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