Goldman Sachs shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $12M | 17k | 707.76 |
| 2025-03-31 | $31M | 56k | 547.05 |
| 2024-12-31 | $31M | 53k | 572.64 |
| 2024-09-30 | $33M | 68k | 495.12 |
| 2024-03-31 | $273M | 652k | 417.69 |
| 2023-12-31 | $252M | 653k | 385.77 |
| 2023-09-30 | $211M | 653k | 323.57 |
| 2023-06-30 | $776k | 2.4k | 322.58 |
| 2023-03-31 | $847k | 2.6k | 327.20 |
| 2022-12-31 | $826k | 2.4k | 343.38 |
| 2022-09-30 | $705k | 2.4k | 293.38 |
| 2022-06-30 | $773k | 2.6k | 296.74 |
| 2022-03-31 | $802k | 2.4k | 330.45 |
| 2021-12-31 | $515k | 1.3k | 382.33 |
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