Goldman Sachs shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Goldman Sachs
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Goldman Sachs by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 304 | 797.43 |
| 2025-06-30 | $213k | 301 | 708.35 |
| 2023-09-30 | $927k | 2.9k | 323.59 |
| 2023-06-30 | $961k | 3.0k | 322.51 |
| 2023-03-31 | $826k | 2.5k | 327.12 |
| 2022-12-31 | $846k | 2.5k | 343.42 |
| 2022-09-30 | $586k | 2.0k | 293.00 |
| 2022-06-30 | $647k | 2.2k | 296.93 |
| 2022-03-31 | $675k | 2.0k | 329.91 |
| 2021-12-31 | $774k | 2.0k | 382.60 |
| 2021-09-30 | $718k | 1.9k | 378.29 |
| 2021-06-30 | $1.0M | 2.7k | 379.70 |
| 2021-03-31 | $814k | 2.5k | 326.78 |
More positions owned by Capital Advisors Wealth Management
View all positions for Capital Advisors Wealth Management