Goldman Sachs shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 13k | 796.32 |
| 2025-06-30 | $9.1M | 13k | 707.78 |
| 2025-03-31 | $8.1M | 15k | 546.31 |
| 2024-12-31 | $8.3M | 15k | 572.62 |
| 2024-09-30 | $9.0M | 18k | 495.12 |
| 2024-06-30 | $8.4M | 19k | 452.31 |
| 2024-03-31 | $8.0M | 19k | 417.70 |
| 2023-09-30 | $6.8M | 21k | 323.57 |
| 2023-06-30 | $6.6M | 21k | 322.55 |
| 2023-03-31 | $6.5M | 20k | 327.11 |
| 2022-12-31 | $7.0M | 20k | 343.40 |
| 2022-09-30 | $4.8M | 16k | 293.03 |
| 2022-06-30 | $4.8M | 16k | 297.00 |
| 2022-03-31 | $5.2M | 16k | 330.08 |
| 2021-12-31 | $5.9M | 15k | 382.55 |
| 2021-09-30 | $5.5M | 15k | 377.97 |
| 2021-06-30 | $5.3M | 14k | 379.32 |
| 2021-03-31 | $4.4M | 14k | 327.03 |
| 2020-12-31 | $3.8M | 14k | 263.71 |
| 2020-09-30 | $2.7M | 14k | 200.94 |
| 2020-06-30 | $2.6M | 13k | 197.62 |
| 2020-03-31 | $1.9M | 12k | 154.63 |
| 2019-12-31 | $3.5M | 309k | 11.25 |
| 2019-09-30 | $2.2M | 11k | 207.15 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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