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Goldman Sachs shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Goldman Sachs

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All positions including Goldman Sachs held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.8M 25k 385.78
2023-09-30 $8.7M 33k 267.51
2023-06-30 $8.7M 33k 266.59
2023-03-31 $8.8M 33k 270.52
2022-12-31 $9.4M 33k 285.20
2022-09-30 $8.1M 33k 243.42
2022-06-30 $8.2M 33k 247.06
2022-03-31 $9.1M 33k 275.32
2021-12-31 $10M 32k 317.13
2021-09-30 $10M 32k 313.61
2021-06-30 $10M 34k 297.12
2021-03-31 $8.6M 26k 327.01
2020-12-31 $7.2M 27k 263.73
2020-09-30 $6.1M 30k 200.98
2020-06-30 $9.6M 49k 197.62
2020-03-31 $7.1M 46k 154.59
2019-12-31 $11M 46k 229.94
2019-09-30 $9.3M 45k 207.35
2019-06-30 $7.6M 37k 204.60
2019-03-31 $9.9M 51k 191.99
2018-12-31 $7.2M 50k 144.31
2018-09-30 $12M 54k 224.24
2018-06-30 $12M 54k 220.56
2018-03-31 $13M 53k 251.86
2017-12-31 $12M 48k 254.77
2017-09-30 $9.6M 41k 237.19
2017-06-30 $9.0M 40k 221.89
2017-03-31 $10M 45k 229.71
2016-12-31 $11M 45k 239.45