A detailed history of Circle Wealth Management, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Circle Wealth Management, LLC holds 23,288 shares of GS stock, worth $14 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
23,288
Previous 23,972 2.85%
Holding current value
$14 Million
Previous $10.8 Million 6.34%
% of portfolio
0.26%
Previous 0.25%

Shares

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

Nov 14, 2024

SELL
$459.02 - $510.25 $313,969 - $349,011
-684 Reduced 2.85%
23,288 $11.5 Million
Q2 2024

Aug 13, 2024

SELL
$389.49 - $470.41 $562,034 - $678,801
-1,443 Reduced 5.68%
23,972 $10.8 Million
Q1 2024

May 14, 2024

BUY
$376.91 - $417.69 $8,668 - $9,606
23 Added 0.09%
25,415 $10.6 Million
Q4 2023

Feb 14, 2024

SELL
$289.91 - $386.41 $2.06 Million - $2.75 Million
-7,111 Reduced 21.88%
25,392 $9.8 Million
Q3 2023

Nov 14, 2023

BUY
$313.0 - $358.93 $14,711 - $16,869
47 Added 0.14%
32,503 $10.5 Million
Q2 2023

Aug 11, 2023

SELL
$312.36 - $343.96 $41,543 - $45,746
-133 Reduced 0.41%
32,456 $10.5 Million
Q1 2023

May 09, 2023

SELL
$303.54 - $375.1 $159,358 - $196,927
-525 Reduced 1.59%
32,589 $10.7 Million
Q4 2022

Feb 13, 2023

SELL
$293.4 - $388.86 $7,628 - $10,110
-26 Reduced 0.08%
33,114 $11.4 Million
Q3 2022

Nov 14, 2022

BUY
$19.27 - $342.58 $597 - $10,619
31 Added 0.09%
33,140 $8.07 Million
Q2 2022

Aug 12, 2022

BUY
$279.79 - $341.06 $50,362 - $61,390
180 Added 0.55%
33,109 $8.18 Million
Q1 2022

May 16, 2022

BUY
$321.37 - $407.48 $240,063 - $304,387
747 Added 2.32%
32,929 $9.07 Million
Q4 2021

Feb 14, 2022

BUY
$371.61 - $423.85 $20,810 - $23,735
56 Added 0.17%
32,182 $10.2 Million
Q3 2021

Nov 12, 2021

SELL
$354.72 - $419.69 $759,100 - $898,136
-2,140 Reduced 6.25%
32,126 $10.1 Million
Q2 2021

Aug 16, 2021

BUY
$323.54 - $391.45 $2.54 Million - $3.07 Million
7,848 Added 29.71%
34,266 $10.2 Million
Q1 2021

May 17, 2021

SELL
$265.0 - $348.81 $219,950 - $289,512
-830 Reduced 3.05%
26,418 $8.64 Million
Q4 2020

Feb 18, 2021

SELL
$189.04 - $263.71 $584,700 - $815,655
-3,093 Reduced 10.19%
27,248 $7.19 Million
Q3 2020

Nov 16, 2020

SELL
$186.12 - $216.9 $3.41 Million - $3.97 Million
-18,324 Reduced 37.65%
30,341 $6.1 Million
Q2 2020

Aug 14, 2020

BUY
$145.29 - $220.81 $397,804 - $604,577
2,738 Added 5.96%
48,665 $9.62 Million
Q1 2020

May 15, 2020

SELL
$134.97 - $249.72 $42,650 - $78,911
-316 Reduced 0.68%
45,927 $7.1 Million
Q4 2019

Feb 24, 2020

BUY
$196.85 - $231.21 $276,574 - $324,850
1,405 Added 3.13%
46,243 $10.6 Million
Q3 2019

Nov 15, 2019

BUY
$195.56 - $222.14 $1.49 Million - $1.7 Million
7,638 Added 20.53%
44,838 $9.3 Million
Q2 2019

Aug 14, 2019

SELL
$182.49 - $207.9 $2.58 Million - $2.94 Million
-14,131 Reduced 27.53%
37,200 $7.61 Million
Q1 2019

May 15, 2019

BUY
$169.51 - $202.54 $263,588 - $314,949
1,555 Added 3.12%
51,331 $9.86 Million
Q4 2018

Feb 14, 2019

SELL
$156.35 - $231.65 $593,348 - $879,111
-3,795 Reduced 7.08%
49,776 $7.18 Million
Q3 2018

Nov 14, 2018

SELL
$220.38 - $242.6 $44,296 - $48,762
-201 Reduced 0.37%
53,571 $12 Million
Q2 2018

Aug 15, 2018

BUY
$220.18 - $259.59 $175,043 - $206,374
795 Added 1.5%
53,772 $11.9 Million
Q1 2018

May 15, 2018

BUY
$245.26 - $273.38 $1.29 Million - $1.44 Million
5,275 Added 11.06%
52,977 $13.3 Million
Q4 2017

Feb 14, 2018

BUY
$235.11 - $261.01 $1.67 Million - $1.86 Million
7,122 Added 17.55%
47,702 $12.2 Million
Q3 2017

Nov 14, 2017

BUY
$215.84 - $237.19 $8.76 Million - $9.63 Million
40,580
40,580 $9.63 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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