A detailed history of Mount Yale Investment Advisors, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,431 shares of GS stock, worth $3.1 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,431
Previous 8,179 33.6%
Holding current value
$3.1 Million
Previous $3.7 Million 27.33%
% of portfolio
0.26%
Previous 0.3%

Shares

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

Oct 23, 2024

SELL
$459.02 - $510.25 $1.26 Million - $1.4 Million
-2,748 Reduced 33.6%
5,431 $2.69 Million
Q2 2024

Aug 13, 2024

SELL
$389.49 - $470.41 $85,687 - $103,490
-220 Reduced 2.62%
8,179 $3.7 Million
Q1 2024

May 15, 2024

BUY
$376.91 - $417.69 $1,130 - $1,253
3 Added 0.04%
8,399 $3.51 Million
Q4 2023

Feb 12, 2024

SELL
$289.91 - $386.41 $75,376 - $100,466
-260 Reduced 3.0%
8,396 $3.24 Million
Q3 2023

Oct 11, 2023

SELL
$313.0 - $358.93 $20,658 - $23,689
-66 Reduced 0.76%
8,656 $2.8 Million
Q2 2023

Aug 14, 2023

SELL
$312.36 - $343.96 $119,946 - $132,080
-384 Reduced 4.22%
8,722 $2.81 Million
Q1 2023

May 11, 2023

SELL
$303.54 - $375.1 $53,119 - $65,642
-175 Reduced 1.89%
9,106 $2.98 Million
Q4 2022

Feb 13, 2023

SELL
$293.4 - $388.86 $33,447 - $44,330
-114 Reduced 1.21%
9,281 $3.19 Million
Q3 2022

Nov 07, 2022

BUY
$19.27 - $342.58 $4,605 - $81,876
239 Added 2.61%
9,395 $2.75 Million
Q2 2022

Aug 02, 2022

BUY
$279.79 - $341.06 $443,467 - $540,580
1,585 Added 20.94%
9,156 $2.72 Million
Q1 2022

May 03, 2022

SELL
$321.37 - $407.48 $107,658 - $136,505
-335 Reduced 4.24%
7,571 $2.5 Million
Q4 2021

Feb 02, 2022

BUY
$371.61 - $423.85 $59,085 - $67,392
159 Added 2.05%
7,906 $3.02 Million
Q3 2021

Nov 02, 2021

BUY
$354.72 - $419.69 $1.17 Million - $1.38 Million
3,293 Added 73.93%
7,747 $2.93 Million
Q2 2021

Aug 04, 2021

SELL
$323.54 - $391.45 $19,088 - $23,095
-59 Reduced 1.31%
4,454 $1.69 Million
Q1 2021

May 04, 2021

SELL
$265.0 - $348.81 $37,630 - $49,531
-142 Reduced 3.05%
4,513 $1.48 Million
Q4 2020

Feb 12, 2021

BUY
$189.04 - $263.71 $196,412 - $273,994
1,039 Added 28.73%
4,655 $1.23 Million
Q3 2020

Nov 16, 2020

BUY
$186.12 - $216.9 $73,889 - $86,109
397 Added 12.33%
3,616 $727,000
Q2 2020

Jul 09, 2020

BUY
$145.29 - $220.81 $249,608 - $379,351
1,718 Added 114.46%
3,219 $636,000
Q1 2020

May 04, 2020

BUY
$134.97 - $249.72 $202,589 - $374,829
1,501 New
1,501 $232,000
Q4 2018

Feb 14, 2019

SELL
$156.35 - $231.65 $85,054 - $126,017
-544 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$220.38 - $242.6 $99,391 - $109,412
-451 Reduced 45.33%
544 $126,000
Q2 2018

Aug 22, 2018

BUY
$220.18 - $259.59 $440 - $519
2 Added 0.2%
995 $219,000
Q1 2018

Jun 25, 2018

BUY
$245.26 - $273.38 $243,543 - $271,466
993 New
993 $250,000

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 $195B
  • 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 Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC 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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.