A detailed history of Congress Wealth Management LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 652,380 shares of GS stock, worth $303 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares
652,380
Previous 653,310 0.14%
Holding current value
$303 Million
Previous $252 Million 8.12%
% of portfolio
4.83%
Previous 4.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$376.91 - $417.69 $350,526 - $388,451
-930 Reduced 0.14%
652,380 $272 Million
Q4 2023

Feb 09, 2024

SELL
$289.91 - $386.41 $3,478 - $4,636
-12 Reduced -0.0%
653,310 $252 Million
Q3 2023

Oct 30, 2023

BUY
$313.0 - $358.93 $204 Million - $234 Million
650,918 Added 27076.46%
653,322 $211 Million
Q2 2023

Jul 13, 2023

SELL
$312.36 - $343.96 $58,098 - $63,976
-186 Reduced 7.18%
2,404 $775,000
Q1 2023

Apr 14, 2023

BUY
$303.54 - $375.1 $56,154 - $69,393
185 Added 7.69%
2,590 $847,000
Q4 2022

Feb 02, 2023

BUY
$293.4 - $388.86 $586 - $777
2 Added 0.08%
2,405 $825,000
Q3 2022

Nov 08, 2022

SELL
$19.27 - $342.58 $3,892 - $69,201
-202 Reduced 7.75%
2,403 $705,000
Q2 2022

Aug 11, 2022

BUY
$279.79 - $341.06 $49,802 - $60,708
178 Added 7.33%
2,605 $773,000
Q1 2022

May 16, 2022

BUY
$321.37 - $407.48 $347,079 - $440,078
1,080 Added 80.18%
2,427 $802,000
Q4 2021

Feb 04, 2022

BUY
$371.61 - $423.85 $500,558 - $570,925
1,347 New
1,347 $515,000

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 $159B
  • 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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