A detailed history of Concentric Wealth Management, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 7,479 shares of GS stock, worth $4.79 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
7,479
Previous 7,688 2.72%
Holding current value
$4.79 Million
Previous $3.48 Million 6.47%
% of portfolio
0.78%
Previous 0.92%

Shares

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

Nov 12, 2024

SELL
$459.02 - $510.25 $95,935 - $106,642
-209 Reduced 2.72%
7,479 $3.7 Million
Q2 2024

Aug 13, 2024

BUY
$389.49 - $470.41 $35,054 - $42,336
90 Added 1.18%
7,688 $3.48 Million
Q1 2024

May 08, 2024

SELL
$376.91 - $417.69 $8,292 - $9,189
-22 Reduced 0.29%
7,598 $3.17 Million
Q4 2023

Feb 14, 2024

BUY
$289.91 - $386.41 $15,075 - $20,093
52 Added 0.69%
7,620 $2.94 Million
Q3 2023

Nov 08, 2023

BUY
$313.0 - $358.93 $8,764 - $10,050
28 Added 0.37%
7,568 $2.45 Million
Q2 2023

Aug 08, 2023

SELL
$312.36 - $343.96 $46,541 - $51,250
-149 Reduced 1.94%
7,540 $2.43 Million
Q1 2023

May 10, 2023

BUY
$303.54 - $375.1 $24,890 - $30,758
82 Added 1.08%
7,689 $2.52 Million
Q4 2022

Feb 10, 2023

SELL
$293.4 - $388.86 $60,440 - $80,105
-206 Reduced 2.64%
7,607 $2.61 Million
Q3 2022

Nov 09, 2022

BUY
$19.27 - $342.58 $1,965 - $34,943
102 Added 1.32%
7,813 $2.29 Million
Q2 2022

Aug 12, 2022

BUY
$279.79 - $341.06 $87,014 - $106,069
311 Added 4.2%
7,711 $2.29 Million
Q1 2022

Apr 14, 2022

BUY
$321.37 - $407.48 $40,171 - $50,935
125 Added 1.72%
7,400 $2.44 Million
Q4 2021

Feb 10, 2022

SELL
$371.61 - $423.85 $151,245 - $172,506
-407 Reduced 5.3%
7,275 $2.78 Million
Q3 2021

Nov 12, 2021

SELL
$354.72 - $419.69 $132,310 - $156,544
-373 Reduced 4.63%
7,682 $2.9 Million
Q2 2021

Aug 12, 2021

BUY
$323.54 - $391.45 $10,029 - $12,134
31 Added 0.39%
8,055 $3.06 Million
Q1 2021

May 14, 2021

BUY
$265.0 - $348.81 $22,790 - $29,997
86 Added 1.08%
8,024 $2.62 Million
Q4 2020

Feb 10, 2021

BUY
$189.04 - $263.71 $67,109 - $93,617
355 Added 4.68%
7,938 $2.09 Million
Q3 2020

Nov 12, 2020

BUY
$186.12 - $216.9 $30,523 - $35,571
164 Added 2.21%
7,583 $1.52 Million
Q2 2020

Aug 11, 2020

BUY
$145.29 - $220.81 $1.08 Million - $1.64 Million
7,419 New
7,419 $1.47 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 $219B
  • 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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