Laidlaw Wealth Management LLC Goldman Sachs Access Treasury Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 14,288 shares of GBIL stock, worth $1.43 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

14,288

Previous 17,413 17.95%

Holding current value

$1.43 Million

Previous $1.74 Million 17.8%

% of portfolio

0.76%

Previous 1.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$99.7 - $100.3 $311,562 - $313,437	-3,125 Reduced 17.95%	14,288 $1.43 Million
Q2 2024 Aug 01, 2024	SELL	$99.66 - $100.12 $28,602 - $28,734	-287 Reduced 1.62%	17,413 $1.74 Million
Q1 2024 May 15, 2024	BUY	$99.75 - $100.89 $210,472 - $212,877	2,110 Added 13.53%	17,700 $1.79 Million
Q4 2023 Feb 12, 2024	BUY	$99.69 - $100.2 $11,264 - $11,322	113 Added 0.73%	15,590 $1.55 Million
Q3 2023 Nov 13, 2023	SELL	$99.65 - $100.12 $72,046 - $72,386	-723 Reduced 4.46%	15,477 $1.55 Million
Q2 2023 Aug 11, 2023	SELL	$99.68 - $100.11 $97,487 - $97,907	-978 Reduced 5.69%	16,200 $1.62 Million
Q1 2023 May 12, 2023	BUY	$99.66 - $100.16 $8,770 - $8,814	88 Added 0.51%	17,178 $1.72 Million
Q4 2022 Feb 14, 2023	SELL	$99.58 - $99.94 $237,398 - $238,256	-2,384 Reduced 12.24%	17,090 $1.7 Million
Q3 2022 Nov 14, 2022	BUY	$99.71 - $99.89 $3,290 - $3,296	33 Added 0.17%	19,474 $1.94 Million
Q2 2022 Aug 12, 2022	SELL	$99.74 - $100.0 $8,378 - $8,400	-84 Reduced 0.43%	19,441 $1.94 Million
Q4 2021 Feb 14, 2022	BUY	$100.04 - $100.09 $1.95 Million - $1.95 Million	19,525 New	19,525 $1.95 Million
Q1 2021 May 17, 2021	SELL	$100.12 - $100.14 $2.34 Million - $2.34 Million	-23,325 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$100.12 - $100.14 $262,314 - $262,366	2,620 Added 12.65%	23,325 $2.34 Million
Q3 2020 Nov 16, 2020	BUY	$100.42 - $100.47 $460,927 - $461,157	4,590 Added 28.48%	20,705 $2.08 Million
Q2 2020 Aug 19, 2020	SELL	$100.48 - $100.68 $161 Million - $161 Million	-1,603,281 Reduced 99.0%	16,115 $1.62 Million
Q2 2020 Aug 13, 2020	BUY	$100.48 - $100.68 $163 Million - $163 Million	1,619,396 New	1,619,396 $16,000

Others Institutions Holding GBIL

# of Institutions

327

Shares Held

45M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

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Laidlaw Wealth Management LLC Goldman Sachs Access Treasury Transaction History