A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 957 shares of GS stock, worth $570,477. This represents 0.12% of its overall portfolio holdings.

Number of Shares
957
Previous 957 -0.0%
Holding current value
$570,477
Previous $432,000 9.49%
% of portfolio
0.12%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$376.91 - $417.69 $15,076 - $16,707
-40 Reduced 4.01%
957 $399,000
Q4 2023

Feb 02, 2024

BUY
$289.91 - $386.41 $7,247 - $9,660
25 Added 2.57%
997 $384,000
Q1 2023

Apr 27, 2023

SELL
$303.54 - $375.1 $3,035 - $3,751
-10 Reduced 1.02%
972 $317,000
Q3 2022

Nov 04, 2022

SELL
$19.27 - $342.58 $1,040 - $18,499
-54 Reduced 5.21%
982 $288,000
Q2 2022

Aug 09, 2022

BUY
$279.79 - $341.06 $4,756 - $5,798
17 Added 1.67%
1,036 $308,000
Q1 2022

May 11, 2022

BUY
$321.37 - $407.48 $12,854 - $16,299
40 Added 4.09%
1,019 $336,000
Q4 2021

Feb 08, 2022

BUY
$371.61 - $423.85 $24,526 - $27,974
66 Added 7.23%
979 $375,000
Q3 2021

Oct 21, 2021

SELL
$354.72 - $419.69 $9,222 - $10,911
-26 Reduced 2.77%
913 $345,000
Q2 2021

Jul 28, 2021

SELL
$323.54 - $391.45 $111,297 - $134,658
-344 Reduced 26.81%
939 $356,000
Q1 2021

May 07, 2021

BUY
$265.0 - $348.81 $22,260 - $29,300
84 Added 7.01%
1,283 $420,000
Q4 2020

Feb 12, 2021

BUY
$189.04 - $263.71 $23,630 - $32,963
125 Added 11.64%
1,199 $316,000
Q2 2020

Jul 15, 2020

BUY
$145.29 - $220.81 $156,041 - $237,149
1,074 New
1,074 $224,000

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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