A detailed history of Forum Financial Management, LP transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 4,004 shares of GS stock, worth $2.35 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,004
Previous 4,138 3.24%
Holding current value
$2.35 Million
Previous $1.87 Million 5.93%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 29, 2024

SELL
$459.02 - $510.25 $61,508 - $68,373
-134 Reduced 3.24%
4,004 $1.98 Million
Q2 2024

Jul 30, 2024

BUY
$389.49 - $470.41 $116,847 - $141,123
300 Added 7.82%
4,138 $1.87 Million
Q1 2024

May 09, 2024

BUY
$376.91 - $417.69 $20,730 - $22,972
55 Added 1.45%
3,838 $1.6 Million
Q4 2023

Feb 07, 2024

SELL
$289.91 - $386.41 $191,630 - $255,417
-661 Reduced 14.87%
3,783 $1.46 Million
Q3 2023

Nov 03, 2023

SELL
$313.0 - $358.93 $2,191 - $2,512
-7 Reduced 0.16%
4,444 $1.44 Million
Q2 2023

Jul 26, 2023

BUY
$312.36 - $343.96 $289,245 - $318,506
926 Added 26.27%
4,451 $1.44 Million
Q1 2023

Apr 19, 2023

SELL
$303.54 - $375.1 $18,819 - $23,256
-62 Reduced 1.73%
3,525 $1.15 Million
Q4 2022

Jan 24, 2023

SELL
$293.4 - $388.86 $10,562 - $13,998
-36 Reduced 0.99%
3,587 $0
Q3 2022

Nov 07, 2022

BUY
$19.27 - $342.58 $1,194 - $21,239
62 Added 1.74%
3,623 $1.06 Million
Q2 2022

Aug 15, 2022

SELL
$279.79 - $341.06 $48,963 - $59,685
-175 Reduced 4.68%
3,561 $1.06 Million
Q1 2022

May 16, 2022

BUY
$321.37 - $407.48 $94,161 - $119,391
293 Added 8.51%
3,736 $1.23 Million
Q4 2021

Feb 18, 2022

BUY
$371.61 - $423.85 $1.28 Million - $1.46 Million
3,443 New
3,443 $1.32 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 $201B
  • 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 Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.