A detailed history of 9258 Wealth Management, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,557 shares of GS stock, worth $2.58 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,557
Previous 4,169 9.31%
Holding current value
$2.58 Million
Previous $1.89 Million 19.68%
% of portfolio
0.34%
Previous 0.29%

Shares

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

Nov 12, 2024

BUY
$459.02 - $510.25 $178,099 - $197,977
388 Added 9.31%
4,557 $2.26 Million
Q2 2024

Aug 02, 2024

BUY
$389.49 - $470.41 $2,726 - $3,292
7 Added 0.17%
4,169 $1.89 Million
Q4 2023

Feb 06, 2024

SELL
$289.91 - $386.41 $5,798 - $7,728
-20 Reduced 0.48%
4,162 $1.61 Million
Q3 2023

Nov 08, 2023

SELL
$313.0 - $358.93 $11,894 - $13,639
-38 Reduced 0.9%
4,182 $1.35 Million
Q2 2023

Aug 08, 2023

SELL
$312.36 - $343.96 $29,049 - $31,988
-93 Reduced 2.16%
4,220 $1.36 Million
Q1 2023

May 03, 2023

SELL
$303.54 - $375.1 $29,746 - $36,759
-98 Reduced 2.22%
4,313 $1.41 Million
Q4 2022

Feb 03, 2023

BUY
$293.4 - $388.86 $28,459 - $37,719
97 Added 2.25%
4,411 $1.51 Million
Q3 2022

Nov 08, 2022

BUY
$19.27 - $342.58 $3,160 - $56,183
164 Added 3.95%
4,314 $1.26 Million
Q2 2022

Aug 04, 2022

BUY
$279.79 - $341.06 $5,595 - $6,821
20 Added 0.48%
4,150 $1.23 Million
Q1 2022

May 13, 2022

SELL
$321.37 - $407.48 $7,712 - $9,779
-24 Reduced 0.58%
4,130 $1.36 Million
Q4 2021

Feb 11, 2022

SELL
$371.61 - $423.85 $50,538 - $57,643
-136 Reduced 3.17%
4,154 $1.59 Million
Q3 2021

Nov 12, 2021

BUY
$354.72 - $419.69 $34,762 - $41,129
98 Added 2.34%
4,290 $1.62 Million
Q2 2021

Aug 13, 2021

BUY
$323.54 - $391.45 $4,529 - $5,480
14 Added 0.34%
4,192 $1.59 Million
Q1 2021

May 11, 2021

SELL
$265.0 - $348.81 $10,070 - $13,254
-38 Reduced 0.9%
4,178 $1.37 Million
Q4 2020

Feb 10, 2021

SELL
$189.04 - $263.71 $215,316 - $300,365
-1,139 Reduced 21.27%
4,216 $1.11 Million
Q3 2020

Nov 13, 2020

BUY
$186.12 - $216.9 $186,492 - $217,333
1,002 Added 23.02%
5,355 $1.01 Million
Q2 2020

Aug 13, 2020

BUY
$145.29 - $220.81 $3,922 - $5,961
27 Added 0.62%
4,353 $860,000
Q1 2020

May 05, 2020

BUY
$134.97 - $249.72 $19,840 - $36,708
147 Added 3.52%
4,326 $794,000
Q4 2019

Feb 06, 2020

BUY
$196.85 - $231.21 $393 - $462
2 Added 0.05%
4,179 $961,000
Q3 2019

Nov 07, 2019

BUY
$195.56 - $222.14 $47,716 - $54,202
244 Added 6.2%
4,177 $866,000
Q2 2019

Aug 07, 2019

SELL
$182.49 - $207.9 $12,226 - $13,929
-67 Reduced 1.68%
3,933 $805,000
Q1 2019

May 07, 2019

BUY
$169.51 - $202.54 $14,577 - $17,418
86 Added 2.2%
4,000 $768,000
Q4 2018

Feb 12, 2019

BUY
$156.35 - $231.65 $611,953 - $906,678
3,914 New
3,914 $654,000

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 $193B
  • 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
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.