Goldman Sachs shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 7.5k | 495.11 |
| 2024-06-30 | $3.5M | 7.7k | 452.32 |
| 2024-03-31 | $3.2M | 7.6k | 417.69 |
| 2023-12-31 | $2.9M | 7.6k | 385.77 |
| 2023-09-30 | $2.4M | 7.6k | 323.57 |
| 2023-06-30 | $2.4M | 7.5k | 322.54 |
| 2023-03-31 | $2.5M | 7.7k | 327.11 |
| 2022-12-31 | $2.6M | 7.6k | 343.38 |
| 2022-09-30 | $2.3M | 7.8k | 293.10 |
| 2022-06-30 | $2.3M | 7.7k | 296.98 |
| 2022-03-31 | $2.4M | 7.4k | 330.14 |
| 2021-12-31 | $2.8M | 7.3k | 382.54 |
| 2021-09-30 | $2.9M | 7.7k | 378.03 |
| 2021-06-30 | $3.1M | 8.1k | 379.52 |
| 2021-03-31 | $2.6M | 8.0k | 327.02 |
| 2020-12-31 | $2.1M | 7.9k | 263.67 |
| 2020-09-30 | $1.5M | 7.6k | 200.98 |
| 2020-06-30 | $1.5M | 7.4k | 197.60 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management