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
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Goldman Sachs by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.2k | 796.36 |
| 2025-06-30 | $1.5M | 2.2k | 707.76 |
| 2025-03-31 | $1.2M | 2.2k | 546.29 |
| 2024-12-31 | $1.3M | 2.3k | 572.62 |
| 2024-09-30 | $1.1M | 2.3k | 495.11 |
| 2024-06-30 | $1.3M | 2.9k | 452.32 |
| 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 |