Transform Wealth, LLC Goldman Sachs Group Inc Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Transform Wealth, LLC holds 33,323 shares of GS stock, worth $18 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

33,323

Previous 31,065 7.27%

Holding current value

$18 Million

Previous $15.4 Million 24.06%

% of portfolio

1.09%

Previous 1.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$486.1 - $608.57 $1.1 Million - $1.37 Million	2,258 Added 7.27%	33,323 $19.1 Million
Q3 2024 Oct 15, 2024	BUY	$459.02 - $510.25 $183,148 - $203,589	399 Added 1.3%	31,065 $15.4 Million
Q2 2024 Jul 15, 2024	BUY	$389.49 - $470.41 $456,092 - $550,850	1,171 Added 3.97%	30,666 $13.9 Million
Q1 2024 Apr 15, 2024	BUY	$376.91 - $417.69 $37,691 - $41,769	100 Added 0.34%	29,495 $12.3 Million
Q4 2023 Jan 18, 2024	SELL	$289.91 - $386.41 $120,022 - $159,973	-414 Reduced 1.39%	29,395 $11.3 Million
Q3 2023 Oct 10, 2023	BUY	$313.0 - $358.93 $55,401 - $63,530	177 Added 0.6%	29,809 $9.65 Million
Q2 2023 Jul 13, 2023	BUY	$312.36 - $343.96 $45,292 - $49,874	145 Added 0.49%	29,632 $9.56 Million
Q1 2023 Apr 14, 2023	BUY	$303.54 - $375.1 $48,566 - $60,016	160 Added 0.55%	29,487 $9.65 Million
Q4 2022 Jan 12, 2023	SELL	$293.4 - $388.86 $110,318 - $146,211	-376 Reduced 1.27%	29,327 $0
Q3 2022 Oct 21, 2022	BUY	$19.27 - $342.58 $13,662 - $242,889	709 Added 2.45%	29,703 $8.7 Million
Q2 2022 Jul 15, 2022	SELL	$279.79 - $341.06 $16,227 - $19,781	-58 Reduced 0.2%	28,994 $8.61 Million
Q1 2022 Apr 25, 2022	BUY	$321.37 - $407.48 $277,342 - $351,655	863 Added 3.06%	29,052 $9.59 Million
Q4 2021 Jan 26, 2022	SELL	$371.61 - $423.85 $339,651 - $387,398	-914 Reduced 3.14%	28,189 $10.8 Million
Q3 2021 Oct 15, 2021	SELL	$354.72 - $419.69 $68,460 - $81,000	-193 Reduced 0.66%	29,103 $11 Million
Q2 2021 Jul 20, 2021	BUY	$323.54 - $391.45 $5.24 Million - $6.34 Million	16,186 Added 123.46%	29,296 $11.1 Million
Q1 2021 Apr 22, 2021	BUY	$265.0 - $348.81 $157,145 - $206,844	593 Added 4.74%	13,110 $4.29 Million
Q4 2020 Jan 20, 2021	SELL	$189.04 - $263.71 $3.04 Million - $4.24 Million	-16,063 Reduced 56.2%	12,517 $3.3 Million
Q3 2020 Oct 21, 2020	BUY	$186.12 - $216.9 $190,586 - $222,105	1,024 Added 3.72%	28,580 $5.74 Million
Q2 2020 Jul 22, 2020	BUY	$145.29 - $220.81 $4 Million - $6.08 Million	27,556 New	27,556 $5.45 Million
Q1 2018 May 03, 2018	SELL	$245.26 - $273.38 $355,627 - $396,401	-1,450 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	$235.11 - $261.01 $11,755 - $13,050	50 Added 3.57%	1,450 $369,000
Q3 2017 Oct 19, 2017	BUY	$215.84 - $237.19 $302,176 - $332,066	1,400	1,400 $332,000

Others Institutions Holding GS

# of Institutions

2,720

Shares Held

226M

Call Options Held

10.4M

Put Options Held

9.52M

View Full List

About GOLDMAN SACHS GROUP INC

Ticker GS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 341,356,000
Market Cap $185B
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...

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Transform Wealth, LLC Goldman Sachs Group Inc Transaction History