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Goldman Sachs shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Goldman Sachs

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All positions including Goldman Sachs held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $718k 1.7k 417.69
2023-12-31 $659k 1.7k 385.77
2023-09-30 $560k 1.7k 323.57
2023-06-30 $342k 1.1k 322.54
2023-03-31 $257k 786 327.11
2022-12-31 $265k 771 343.38
2022-09-30 $318k 1.1k 292.82
2022-06-30 $334k 1.1k 296.89
2022-03-31 $365k 1.1k 329.72
2021-12-31 $433k 1.1k 382.51
2021-09-30 $398k 1.1k 378.33
2021-06-30 $399k 1.1k 379.28
2021-03-31 $256k 782 327.37