A detailed history of United Capital Financial Advisers, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,493 shares of GS stock, worth $2.66 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,493
Previous 4,843 13.42%
Holding current value
$2.66 Million
Previous $1.87 Million 22.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2024

BUY
$376.91 - $417.69 $244,991 - $271,498
650 Added 13.42%
5,493 $2.29 Million
Q4 2023

Feb 14, 2024

BUY
$289.91 - $386.41 $1.4 Million - $1.87 Million
4,843 New
4,843 $1.87 Million
Q1 2023

Aug 14, 2023

BUY
$303.54 - $375.1 $583,403 - $720,942
1,922 New
1,922 $628,000
Q1 2023

May 15, 2023

BUY
$303.54 - $375.1 $138,110 - $170,670
455 Added 31.02%
1,922 $628,000
Q4 2022

Feb 14, 2023

SELL
$293.4 - $388.86 $5.35 Million - $7.09 Million
-18,220 Reduced 92.55%
1,467 $503,000
Q3 2022

Nov 14, 2022

SELL
$19.27 - $342.58 $61,201 - $1.09 Million
-3,176 Reduced 13.89%
19,687 $5.77 Million
Q2 2022

Aug 11, 2022

BUY
$279.79 - $341.06 $1.19 Million - $1.45 Million
4,262 Added 22.91%
22,863 $6.79 Million
Q1 2022

May 16, 2022

SELL
$321.37 - $407.48 $367,004 - $465,342
-1,142 Reduced 5.78%
18,601 $6.14 Million
Q4 2021

Feb 14, 2022

BUY
$371.61 - $423.85 $31,958 - $36,451
86 Added 0.44%
19,743 $7.55 Million
Q3 2021

Nov 15, 2021

SELL
$354.72 - $419.69 $123,087 - $145,632
-347 Reduced 1.73%
19,657 $7.43 Million
Q2 2021

Aug 13, 2021

BUY
$323.54 - $391.45 $165,005 - $199,639
510 Added 2.62%
20,004 $7.59 Million
Q1 2021

May 14, 2021

SELL
$265.0 - $348.81 $235,585 - $310,092
-889 Reduced 4.36%
19,494 $6.37 Million
Q4 2020

Feb 17, 2021

BUY
$189.04 - $263.71 $145,182 - $202,529
768 Added 3.92%
20,383 $5.38 Million
Q3 2020

Nov 13, 2020

SELL
$186.12 - $216.9 $34,990 - $40,777
-188 Reduced 0.95%
19,615 $3.94 Million
Q2 2020

Aug 13, 2020

SELL
$145.29 - $220.81 $91,532 - $139,110
-630 Reduced 3.08%
19,803 $3.91 Million
Q1 2020

May 15, 2020

SELL
$134.97 - $249.72 $235,117 - $435,012
-1,742 Reduced 7.86%
20,433 $3.16 Million
Q4 2019

Feb 14, 2020

SELL
$196.85 - $231.21 $662,400 - $778,021
-3,365 Reduced 13.18%
22,175 $5.1 Million
Q3 2019

Nov 14, 2019

SELL
$195.56 - $222.14 $10.8 Million - $12.3 Million
-55,212 Reduced 68.37%
25,540 $5.29 Million
Q2 2019

Aug 13, 2019

BUY
$182.49 - $207.9 $9,124 - $10,395
50 Added 0.06%
80,752 $16.5 Million
Q1 2019

May 14, 2019

SELL
$169.51 - $202.54 $112,554 - $134,486
-664 Reduced 0.82%
80,702 $15.5 Million
Q4 2018

Feb 14, 2019

SELL
$156.35 - $231.65 $522,052 - $773,479
-3,339 Reduced 3.94%
81,366 $13.6 Million
Q3 2018

Nov 14, 2018

SELL
$220.38 - $242.6 $386,105 - $425,035
-1,752 Reduced 2.03%
84,705 $19 Million
Q2 2018

Aug 14, 2018

SELL
$220.18 - $259.59 $557,936 - $657,801
-2,534 Reduced 2.85%
86,457 $19.1 Million
Q1 2018

May 15, 2018

BUY
$245.26 - $273.38 $21.8 Million - $24.3 Million
88,991 New
88,991 $22.4 Million
Q4 2017

Feb 13, 2018

SELL
$235.11 - $261.01 $20.7 Million - $22.9 Million
-87,908 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$215.84 - $237.19 $1.41 Million - $1.55 Million
6,514 Added 8.0%
87,908 $20.9 Million
Q2 2017

Aug 14, 2017

BUY
N/A
81,394
81,394 $18.1 Million

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 $166B
  • 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 United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.