A detailed history of Ep Wealth Advisors, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,699 shares of GS stock, worth $3.45 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,699
Previous 3,349 70.17%
Holding current value
$3.45 Million
Previous $1.51 Million 86.33%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$459.02 - $510.25 $1.08 Million - $1.2 Million
2,350 Added 70.17%
5,699 $2.82 Million
Q2 2024

Aug 19, 2024

BUY
$389.49 - $470.41 $130,479 - $157,587
335 Added 11.11%
3,349 $1.51 Million
Q1 2024

May 14, 2024

SELL
$376.91 - $417.69 $239,337 - $265,233
-635 Reduced 17.4%
3,014 $1.26 Million
Q4 2023

Feb 28, 2024

BUY
$289.91 - $386.41 $214,533 - $285,943
740 Added 25.44%
3,649 $1.41 Million
Q3 2023

Nov 22, 2023

SELL
$313.0 - $358.93 $4.74 Million - $5.43 Million
-15,136 Reduced 83.88%
2,909 $941,000
Q2 2023

Aug 14, 2023

SELL
$312.36 - $343.96 $6.7 Million - $7.38 Million
-21,455 Reduced 54.32%
18,045 $5.82 Million
Q1 2023

Jun 05, 2023

BUY
$303.54 - $375.1 $12 Million - $14.8 Million
39,500 New
39,500 $12.9 Million
Q4 2022

Jun 12, 2023

SELL
$293.4 - $388.86 $9.63 Million - $12.8 Million
-32,822 Reduced 83.09%
6,678 $2.29 Million
Q2 2022

Aug 11, 2022

BUY
$279.79 - $341.06 $107,159 - $130,625
383 Added 17.63%
2,556 $759,000
Q1 2022

May 20, 2022

BUY
$321.37 - $407.48 $44,670 - $56,639
139 Added 6.83%
2,173 $717,000
Q4 2021

Feb 17, 2022

BUY
$371.61 - $423.85 $191,750 - $218,706
516 Added 33.99%
2,034 $778,000
Q3 2021

Nov 23, 2021

SELL
$354.72 - $419.69 $92.1 Million - $109 Million
-259,517 Reduced 99.42%
1,518 $574,000
Q3 2021

Nov 16, 2021

BUY
$354.72 - $419.69 $92.1 Million - $109 Million
259,531 Added 17256.05%
261,035 $574,000
Q2 2021

Aug 24, 2021

BUY
$323.54 - $391.45 $61,149 - $73,984
189 Added 14.37%
1,504 $571,000
Q1 2021

May 17, 2021

BUY
$265.0 - $348.81 $133,295 - $175,451
503 Added 61.95%
1,315 $430,000
Q4 2020

Feb 18, 2021

BUY
$189.04 - $263.71 $153,500 - $214,132
812 New
812 $214,000
Q4 2019

Feb 14, 2020

SELL
$196.85 - $231.21 $190,747 - $224,042
-969 Closed
0 $0
Q3 2019

Nov 18, 2019

SELL
$195.56 - $222.14 $11,146 - $12,661
-57 Reduced 5.56%
969 $201,000
Q2 2019

Aug 27, 2019

BUY
$182.49 - $207.9 $187,234 - $213,305
1,026 New
1,026 $210,000

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 $207B
  • 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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