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Goldman Sachs shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in Goldman Sachs

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

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Quarterly reported holdings in Goldman Sachs by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $320k 988 323.55
2023-06-30 $366k 1.1k 322.60
2023-03-31 $572k 1.7k 327.04
2022-12-31 $605k 1.8k 343.40
2022-09-30 $548k 1.9k 292.74
2022-06-30 $533k 1.8k 297.27
2022-03-31 $567k 1.7k 329.84
2021-12-31 $761k 2.0k 382.60
2021-09-30 $681k 1.8k 378.12
2021-06-30 $1.1M 3.0k 379.66
2021-03-31 $1.1M 3.3k 326.89
2020-12-31 $756k 2.9k 263.87
2020-09-30 $460k 2.3k 201.14
2020-06-30 $772k 3.9k 197.64
2020-03-31 $518k 3.3k 154.67
2019-12-31 $368k 1.6k 230.00
2019-09-30 $330k 1.6k 207.42
2019-06-30 $333k 1.6k 204.42
2019-03-31 $313k 1.6k 192.14
2018-12-31 $326k 2.0k 167.18
2018-09-30 $370k 1.7k 224.11
2018-06-30 $430k 2.0k 220.51
2018-03-31 $493k 2.0k 252.04
2017-12-31 $498k 2.0k 254.60
2017-09-30 $464k 2.0k 237.22
2017-06-30 $422k 1.9k 222.11
2017-03-31 $402k 1.9k 214.06
2016-12-31 $444k 1.9k 239.48
2016-09-30 $396k 2.2k 178.14
2016-06-30 $360k 2.4k 148.70
2016-03-31 $364k 2.3k 156.96
2015-12-31 $367k 2.2k 165.54
2015-09-30 $385k 2.2k 173.81
2015-06-30 $473k 2.2k 210.97
2015-03-31 $507k 2.5k 200.32
2014-12-31 $474k 2.5k 187.43
2014-09-30 $465k 2.5k 183.43
2014-06-30 $417k 2.5k 164.56
2014-03-31 $399k 2.5k 157.09
2013-12-31 $441k 2.5k 173.69
2013-09-30 $401k 2.5k 161.89
2013-06-30 $414k 2.5k 163.77
2013-03-31 $442k 3.0k 145.92