A detailed history of Heritage Wealth Advisors transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,242 shares of GS stock, worth $722,757. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,242
Previous 1,240 0.16%
Holding current value
$722,757
Previous $560,000 9.64%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$459.02 - $510.25 $918 - $1,020
2 Added 0.16%
1,242 $614,000
Q2 2024

Aug 05, 2024

BUY
$389.49 - $470.41 $389 - $470
1 Added 0.08%
1,240 $560,000
Q1 2024

May 08, 2024

SELL
$376.91 - $417.69 $9,422 - $10,442
-25 Reduced 1.98%
1,239 $517,000
Q4 2023

Feb 09, 2024

BUY
$289.91 - $386.41 $7,537 - $10,046
26 Added 2.1%
1,264 $487,000
Q3 2023

Nov 08, 2023

BUY
$313.0 - $358.93 $313 - $358
1 Added 0.08%
1,238 $400,000
Q2 2023

Aug 09, 2023

SELL
$312.36 - $343.96 $21,865 - $24,077
-70 Reduced 5.36%
1,237 $398,000
Q1 2023

May 04, 2023

BUY
$303.54 - $375.1 $29,139 - $36,009
96 Added 7.93%
1,307 $427,000
Q4 2022

Feb 06, 2023

BUY
$293.4 - $388.86 $37,848 - $50,162
129 Added 11.92%
1,211 $415,000
Q3 2022

Nov 10, 2022

SELL
$19.27 - $342.58 $9,288 - $165,123
-482 Reduced 30.82%
1,082 $317,000
Q2 2022

Aug 04, 2022

BUY
$279.79 - $341.06 $339,665 - $414,046
1,214 Added 346.86%
1,564 $465,000
Q3 2021

Nov 02, 2021

BUY
$354.72 - $419.69 $53,208 - $62,953
150 Added 75.0%
350 $132,000
Q2 2020

Jul 17, 2020

SELL
$145.29 - $220.81 $143,837 - $218,601
-990 Reduced 83.19%
200 $39,000
Q2 2020

Jul 17, 2020

BUY
$145.29 - $220.81 $143,837 - $218,601
990 Added 495.0%
1,190 $39,000
Q1 2020

May 05, 2020

SELL
$134.97 - $249.72 $26,319 - $48,695
-195 Reduced 49.37%
200 $30,000
Q4 2019

Feb 04, 2020

SELL
$196.85 - $231.21 $24,015 - $28,207
-122 Reduced 23.6%
395 $90,000
Q1 2019

May 06, 2019

BUY
$169.51 - $202.54 $59,328 - $70,889
350 Added 209.58%
517 $0
Q3 2018

Nov 14, 2018

BUY
$220.38 - $242.6 $36,803 - $40,514
167 New
167 $37,000

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 $199B
  • 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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