Goldman Sachs shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $488k | 1.3k | 385.87 |
| 2023-09-30 | $400k | 1.2k | 323.44 |
| 2023-06-30 | $399k | 1.2k | 322.43 |
| 2023-03-31 | $427k | 1.3k | 327.03 |
| 2022-12-31 | $416k | 1.2k | 343.32 |
| 2022-09-30 | $317k | 1.1k | 292.98 |
| 2022-06-30 | $465k | 1.6k | 297.31 |
| 2022-03-31 | $116k | 350 | 331.43 |
| 2021-12-31 | $134k | 350 | 382.55 |
| 2021-09-30 | $132k | 350 | 378.03 |
| 2021-06-30 | $53k | 200 | 265.00 |
| 2021-03-31 | $65k | 200 | 327.00 |
| 2020-12-31 | $53k | 200 | 265.00 |
| 2020-09-30 | $40k | 200 | 200.97 |
| 2020-06-30 | $39k | 1.2k | 32.77 |
| 2020-03-31 | $31k | 200 | 154.59 |
| 2019-12-31 | $91k | 395 | 229.93 |
| 2019-09-30 | $107k | 517 | 206.96 |
| 2019-06-30 | $106k | 517 | 204.60 |
| 2019-03-31 | $99k | 517 | 191.99 |
| 2018-12-31 | $27k | 167 | 161.68 |
| 2018-09-30 | $37k | 167 | 221.56 |