Goldman Sachs shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Goldman Sachs
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All positions including Goldman Sachs held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Goldman Sachs by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.5k | 796.35 |
| 2025-06-30 | $1.0M | 1.5k | 707.75 |
| 2025-03-31 | $811k | 1.5k | 546.29 |
| 2024-12-31 | $859k | 1.5k | 572.62 |
| 2024-09-30 | $740k | 1.5k | 495.11 |
| 2024-06-30 | $679k | 1.5k | 452.32 |
| 2024-03-31 | $622k | 1.5k | 417.69 |
| 2023-12-31 | $568k | 1.5k | 385.77 |
| 2023-09-30 | $427k | 1.3k | 323.57 |
| 2023-06-30 | $653k | 2.0k | 322.54 |
| 2023-03-31 | $678k | 2.1k | 327.11 |
| 2022-12-31 | $692k | 2.0k | 343.38 |
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