A detailed history of Holistic Financial Partners transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Holistic Financial Partners holds 1,799 shares of GS stock, worth $1.07 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
1,799
Previous 1,802 0.17%
Holding current value
$1.07 Million
Previous $815,000 9.2%
% of portfolio
0.43%
Previous 0.43%

Shares

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

Nov 07, 2024

SELL
$459.02 - $510.25 $1,377 - $1,530
-3 Reduced 0.17%
1,799 $890,000
Q2 2024

Jul 30, 2024

SELL
$389.49 - $470.41 $22,200 - $26,813
-57 Reduced 3.07%
1,802 $815,000
Q1 2024

May 08, 2024

BUY
$376.91 - $417.69 $4,899 - $5,429
13 Added 0.7%
1,859 $776,000
Q4 2023

Feb 12, 2024

BUY
$289.91 - $386.41 $126,690 - $168,861
437 Added 31.01%
1,846 $712,000
Q3 2023

Nov 08, 2023

BUY
$313.0 - $358.93 $126,139 - $144,648
403 Added 40.06%
1,409 $455,000
Q2 2023

Aug 09, 2023

BUY
$312.36 - $343.96 $2,811 - $3,095
9 Added 0.9%
1,006 $324,000
Q1 2023

May 04, 2023

SELL
$303.54 - $375.1 $2,124 - $2,625
-7 Reduced 0.7%
997 $326,000
Q3 2022

Nov 09, 2022

BUY
$19.27 - $342.58 $173 - $3,083
9 Added 0.9%
1,004 $294,000
Q4 2021

Feb 11, 2022

SELL
$371.61 - $423.85 $743 - $847
-2 Reduced 0.2%
995 $381,000
Q1 2021

May 11, 2021

SELL
$265.0 - $348.81 $57,240 - $75,342
-216 Reduced 17.81%
997 $326,000
Q4 2020

Feb 10, 2021

BUY
$189.04 - $263.71 $21,361 - $29,799
113 Added 10.27%
1,213 $320,000
Q2 2020

Aug 13, 2020

BUY
$145.29 - $220.81 $159,819 - $242,891
1,100 New
1,100 $217,000
Q1 2020

May 05, 2020

SELL
$134.97 - $249.72 $147,792 - $273,443
-1,095 Closed
0 $0
Q2 2019

Aug 07, 2019

BUY
$182.49 - $207.9 $912 - $1,039
5 Added 0.46%
1,095 $224,000
Q1 2019

May 07, 2019

BUY
$169.51 - $202.54 $184,765 - $220,768
1,090 New
1,090 $209,000
Q4 2018

Feb 11, 2019

SELL
$156.35 - $231.65 $181,678 - $269,177
-1,162 Closed
0 $0
Q3 2018

Nov 05, 2018

BUY
$220.38 - $242.6 $256,081 - $281,901
1,162 New
1,162 $261,000
Q2 2018

Aug 14, 2018

SELL
$220.18 - $259.59 $302,307 - $356,417
-1,373 Closed
0 $0
Q1 2018

May 14, 2018

BUY
$245.26 - $273.38 $735 - $820
3 Added 0.22%
1,373 $346,000
Q4 2017

Feb 09, 2018

BUY
$235.11 - $261.01 $322,100 - $357,583
1,370
1,370 $349,000

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 $203B
  • 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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