A detailed history of Bergan Kdv Wealth Management, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 6 shares of GS stock, worth $3,618. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6
Previous 41 85.37%
Holding current value
$3,618
Previous $13,000 92.31%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$312.36 - $343.96 $10,932 - $12,038
-35 Reduced 85.37%
6 $1,000
Q1 2023

Apr 27, 2023

BUY
$303.54 - $375.1 $4,856 - $6,001
16 Added 64.0%
41 $13,000
Q3 2022

Oct 24, 2022

SELL
$19.27 - $342.58 $327 - $5,823
-17 Reduced 40.48%
25 $7,000
Q2 2022

Jul 13, 2022

BUY
$279.79 - $341.06 $559 - $682
2 Added 5.0%
42 $13,000
Q4 2020

Feb 04, 2021

BUY
$189.04 - $263.71 $2,646 - $3,691
14 Added 53.85%
40 $11,000
Q2 2020

Aug 13, 2020

SELL
$145.29 - $220.81 $1,162 - $1,766
-8 Reduced 23.53%
26 $5,000
Q1 2020

Apr 24, 2020

BUY
$134.97 - $249.72 $539 - $998
4 Added 13.33%
34 $5,000
Q4 2019

Feb 10, 2020

BUY
$196.85 - $231.21 $5,905 - $6,936
30 New
30 $7,000
Q3 2018

Nov 09, 2018

SELL
$220.38 - $242.6 $661 - $727
-3 Closed
0 $0
Q2 2018

Jul 23, 2018

BUY
$220.18 - $259.59 $660 - $778
3 New
3 $1,000

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 $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
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv 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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.