Goldman Sachs shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.7M | 5.2k | 323.60 |
| 2023-06-30 | $665k | 2.1k | 322.59 |
| 2023-03-31 | $641k | 2.0k | 327.03 |
| 2022-12-31 | $718k | 2.1k | 343.37 |
| 2022-09-30 | $578k | 2.0k | 293.10 |
| 2022-06-30 | $547k | 1.8k | 297.12 |
| 2022-03-31 | $591k | 1.8k | 329.98 |
| 2021-12-31 | $577k | 1.5k | 382.37 |
| 2021-09-30 | $455k | 1.2k | 377.91 |
| 2021-06-30 | $422k | 1.1k | 379.50 |
| 2021-03-31 | $400k | 1.1k | 359.71 |
| 2020-12-31 | $161k | 612 | 263.07 |
| 2020-09-30 | $36k | 180 | 200.00 |
| 2020-06-30 | $37k | 189 | 195.77 |
| 2020-03-31 | $33k | 216 | 152.78 |
| 2019-12-31 | $19k | 84 | 226.19 |
| 2019-09-30 | $5.0k | 25 | 200.00 |
| 2019-06-30 | $5.0k | 25 | 200.00 |
| 2019-03-31 | $19k | 100 | 190.00 |
| 2018-12-31 | $17k | 100 | 170.00 |
| 2018-09-30 | $30k | 136 | 220.59 |
| 2018-06-30 | $30k | 136 | 220.59 |
| 2018-03-31 | $34k | 136 | 250.00 |
| 2017-12-31 | $35k | 136 | 257.35 |
| 2017-09-30 | $20k | 85 | 235.29 |
| 2017-06-30 | $19k | 85 | 223.53 |
| 2017-03-31 | $20k | 89 | 224.72 |
| 2016-12-31 | $72k | 300 | 240.00 |
| 2016-09-30 | $14k | 85 | 164.71 |
| 2016-06-30 | $18k | 121 | 148.76 |
| 2016-03-31 | $13k | 85 | 152.94 |
| 2015-12-31 | $18k | 98 | 183.67 |
| 2015-09-30 | $15k | 85 | 176.47 |
| 2015-06-30 | $18k | 85 | 211.76 |
| 2015-03-31 | $16k | 85 | 188.24 |