A detailed history of Ropes Wealth Advisors LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 5,219 shares of GS stock, worth $2.58 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,219
Previous 2,060 153.35%
Holding current value
$2.58 Million
Previous $664,000 154.22%
% of portfolio
0.33%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

BUY
$313.0 - $358.93 $988,767 - $1.13 Million
3,159 Added 153.35%
5,219 $1.69 Million
Q2 2023

Aug 07, 2023

BUY
$312.36 - $343.96 $30,923 - $34,052
99 Added 5.05%
2,060 $664,000
Q1 2023

May 08, 2023

SELL
$303.54 - $375.1 $39,763 - $49,138
-131 Reduced 6.26%
1,961 $641,000
Q4 2022

Feb 06, 2023

BUY
$293.4 - $388.86 $35,208 - $46,663
120 Added 6.09%
2,092 $718,000
Q3 2022

Nov 01, 2022

BUY
$19.27 - $342.58 $2,524 - $44,877
131 Added 7.12%
1,972 $578,000
Q2 2022

Aug 10, 2022

BUY
$279.79 - $341.06 $13,989 - $17,053
50 Added 2.79%
1,841 $547,000
Q1 2022

May 04, 2022

BUY
$321.37 - $407.48 $90,626 - $114,909
282 Added 18.69%
1,791 $591,000
Q4 2021

Feb 10, 2022

BUY
$371.61 - $423.85 $113,341 - $129,274
305 Added 25.33%
1,509 $577,000
Q3 2021

Nov 05, 2021

BUY
$354.72 - $419.69 $32,634 - $38,611
92 Added 8.27%
1,204 $455,000
Q1 2021

May 12, 2021

BUY
$265.0 - $348.81 $132,500 - $174,405
500 Added 81.7%
1,112 $400,000
Q4 2020

Feb 05, 2021

BUY
$189.04 - $263.71 $81,665 - $113,922
432 Added 240.0%
612 $161,000
Q3 2020

Oct 16, 2020

SELL
$186.12 - $216.9 $1,675 - $1,952
-9 Reduced 4.76%
180 $36,000
Q2 2020

Jul 20, 2020

SELL
$145.29 - $220.81 $3,922 - $5,961
-27 Reduced 12.5%
189 $37,000
Q1 2020

Apr 24, 2020

BUY
$134.97 - $249.72 $17,816 - $32,963
132 Added 157.14%
216 $33,000
Q4 2019

Feb 05, 2020

BUY
$196.85 - $231.21 $11,614 - $13,641
59 Added 236.0%
84 $19,000
Q2 2019

Jul 31, 2019

SELL
$182.49 - $207.9 $13,686 - $15,592
-75 Reduced 75.0%
25 $5,000
Q4 2018

Feb 08, 2019

SELL
$156.35 - $231.65 $5,628 - $8,339
-36 Reduced 26.47%
100 $17,000
Q4 2017

Feb 13, 2018

BUY
$235.11 - $261.01 $11,990 - $13,311
51 Added 60.0%
136 $35,000
Q3 2017

Nov 09, 2017

BUY
$215.84 - $237.19 $18,346 - $20,161
85
85 $20,000

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 $169B
  • 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 Ropes Wealth Advisors LLC Portfolio

Follow Ropes Wealth 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 Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.