Forvis Wealth Advisors, LLC Goldman Sachs Group Inc Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,674 shares of GS stock, worth $1.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,674

Previous 2,233 19.75%

Holding current value

$1.6 Million

Previous $1.28 Million 14.24%

% of portfolio

0.04%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$524.81 - $672.19 $231,441 - $296,435	441 Added 19.75%	2,674 $1.46 Million
Q4 2024 Feb 03, 2025	SELL	$486.1 - $608.57 $1,944 - $2,434	-4 Reduced 0.18%	2,233 $1.28 Million
Q3 2024 Nov 14, 2024	SELL	$459.02 - $510.25 $16,524 - $18,369	-36 Reduced 1.58%	2,237 $1.11 Million
Q2 2024 Aug 09, 2024	BUY	$389.49 - $470.41 $64,265 - $77,617	165 Added 7.83%	2,273 $1.03 Million
Q1 2024 Apr 19, 2024	BUY	$376.91 - $417.69 $166,217 - $184,201	441 Added 26.45%	2,108 $880,000
Q4 2023 Jan 11, 2024	BUY	$289.91 - $386.41 $5,798 - $7,728	20 Added 1.21%	1,667 $643,000
Q3 2023 Oct 25, 2023	SELL	$313.0 - $358.93 $102,351 - $117,370	-327 Reduced 16.57%	1,647 $532,000
Q2 2023 Aug 08, 2023	BUY	$312.36 - $343.96 $100,892 - $111,099	323 Added 19.56%	1,974 $636,000
Q1 2023 Apr 26, 2023	SELL	$303.54 - $375.1 $27,015 - $33,383	-89 Reduced 5.11%	1,651 $540,000
Q4 2022 Feb 02, 2023	BUY	$293.4 - $388.86 $61,613 - $81,660	210 Added 13.73%	1,740 $597,000
Q3 2022 Oct 13, 2022	BUY	$19.27 - $342.58 $1,406 - $25,008	73 Added 5.01%	1,530 $448,000
Q2 2022 Jul 22, 2022	BUY	$279.79 - $341.06 $62,113 - $75,715	222 Added 17.98%	1,457 $433,000
Q1 2022 May 10, 2022	BUY	$321.37 - $407.48 $396,891 - $503,237	1,235 New	1,235 $408,000
Q2 2021 Jul 14, 2021	SELL	$323.54 - $391.45 $321,275 - $388,709	-993 Closed	0 $0
Q1 2021 Apr 23, 2021	SELL	$265.0 - $348.81 $178,610 - $235,097	-674 Reduced 40.43%	993 $325,000
Q4 2020 Jan 22, 2021	BUY	$189.04 - $263.71 $113,424 - $158,226	600 Added 56.23%	1,667 $440,000
Q3 2020 Nov 05, 2020	BUY	$186.12 - $216.9 $198,590 - $231,432	1,067 New	1,067 $214,000
Q1 2020 Apr 10, 2020	SELL	$134.97 - $249.72 $143,473 - $265,452	-1,063 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$196.85 - $231.21 $209,251 - $245,776	1,063 New	1,063 $244,000
Q4 2018 Jan 15, 2019	SELL	$156.35 - $231.65 $925,592 - $1.37 Million	-5,920 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	$220.38 - $242.6 $1.3 Million - $1.44 Million	5,920 New	5,920 $211,000
Q2 2018 Jul 13, 2018	SELL	$220.18 - $259.59 $200,804 - $236,746	-912 Closed	0 $0
Q1 2018 May 25, 2018	SELL	$245.26 - $273.38 $1,962 - $2,187	-8 Reduced 0.87%	912 $230,000
Q1 2018 Apr 20, 2018	SELL	$245.26 - $273.38 $64,258 - $71,625	-262 Reduced 22.17%	920 $234,000
Q4 2017 Jan 18, 2018	SELL	$235.11 - $261.01 $24,216 - $26,884	-103 Reduced 8.02%	1,182 $301,000
Q3 2017 Oct 13, 2017	BUY	$215.84 - $237.19 $277,354 - $304,789	1,285	1,285 $305,000

Others Institutions Holding GS

# of Institutions

2,789

Shares Held

229M

Call Options Held

9.2M

Put Options Held

8.72M

View Full List

About GOLDMAN SACHS GROUP INC

Ticker GS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 341,356,000
Market Cap $204B
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...

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Forvis Wealth Advisors, LLC Goldman Sachs Group Inc Transaction History