Williams Jones Wealth Management, Llc. Goldman Sachs Group Inc Transaction History

Williams Jones Wealth Management, Llc.

$8.37 Billion
Q3 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 55,493 shares of GS stock, worth $31.4 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

55,493

Previous 51,314 8.14%

Holding current value

$31.4 Million

Previous $23.2 Million 18.38%

% of portfolio

0.33%

Previous 0.29%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$459.02 - $510.25 $1.92 Million - $2.13 Million	4,179 Added 8.14%	55,493 $27.5 Million
Q2 2024 Aug 05, 2024	BUY	$389.49 - $470.41 $16.6 Million - $20.1 Million	42,718 Added 496.95%	51,314 $23.2 Million
Q1 2024 May 07, 2024	BUY	$376.91 - $417.69 $482,067 - $534,225	1,279 Added 17.48%	8,596 $3.59 Million
Q4 2023 Feb 14, 2024	SELL	$289.91 - $386.41 $229,608 - $306,036	-792 Reduced 9.77%	7,317 $2.82 Million
Q3 2023 Nov 14, 2023	SELL	$313.0 - $358.93 $313,000 - $358,930	-1,000 Reduced 10.98%	8,109 $2.62 Million
Q2 2023 Aug 14, 2023	SELL	$312.36 - $343.96 $56,224 - $61,912	-180 Reduced 1.94%	9,109 $2.94 Million
Q1 2023 May 15, 2023	SELL	$303.54 - $375.1 $61,618 - $76,145	-203 Reduced 2.14%	9,289 $3.04 Million
Q4 2022 Feb 14, 2023	SELL	$293.4 - $388.86 $38,435 - $50,940	-131 Reduced 1.36%	9,492 $3.26 Million
Q3 2022 Nov 14, 2022	BUY	$19.27 - $342.58 $2,505 - $44,535	130 Added 1.37%	9,623 $2.82 Million
Q2 2022 Aug 15, 2022	BUY	$279.79 - $341.06 $163,397 - $199,179	584 Added 6.56%	9,493 $2.82 Million
Q1 2022 May 16, 2022	BUY	$321.37 - $407.48 $152,008 - $192,738	473 Added 5.61%	8,909 $2.94 Million
Q4 2021 Feb 14, 2022	SELL	$371.61 - $423.85 $144,927 - $165,301	-390 Reduced 4.42%	8,436 $3.23 Million
Q3 2021 Nov 15, 2021	SELL	$354.72 - $419.69 $83,359 - $98,627	-235 Reduced 2.59%	8,826 $3.34 Million
Q2 2021 Aug 16, 2021	BUY	$323.54 - $391.45 $210,948 - $255,225	652 Added 7.75%	9,061 $3.44 Million
Q1 2021 May 17, 2021	BUY	$265.0 - $348.81 $132,235 - $174,056	499 Added 6.31%	8,409 $2.75 Million
Q4 2020 Feb 16, 2021	BUY	$189.04 - $263.71 $58,035 - $80,958	307 Added 4.04%	7,910 $2.09 Million
Q3 2020 Nov 13, 2020	BUY	$186.12 - $216.9 $183,328 - $213,646	985 Added 14.88%	7,603 $1.53 Million
Q2 2020 Aug 14, 2020	SELL	$145.29 - $220.81 $122,770 - $186,584	-845 Reduced 11.32%	6,618 $1.31 Million
Q4 2019 Feb 14, 2020	BUY	$196.85 - $231.21 $98,425 - $115,605	500 Added 7.18%	7,463 $1.72 Million
Q3 2019 Nov 14, 2019	BUY	$195.56 - $222.14 $1.36 Million - $1.55 Million	6,963 New	6,963 $1.44 Million

Others Institutions Holding GS

# of Institutions

2,438

Shares Held

220M

Call Options Held

8.1M

Put Options Held

8.42M

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 $193B
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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Williams Jones Wealth Management, Llc. Goldman Sachs Group Inc Transaction History