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Goldman Sachs shares owned by Essential Planning

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Goldman Sachs

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All positions including Goldman Sachs held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Essential Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $440k 500 879.00
2025-09-30 $398k 500 796.35
2025-06-30 $354k 500 707.75
2025-03-31 $273k 500 546.29
2024-12-31 $534k 1.0k 533.87
2024-09-30 $248k 500 495.11
2024-06-30 $226k 500 452.32
2024-03-31 $309k 802 385.77
2023-09-30 $260k 802 323.57
2023-06-30 $259k 802 322.54
2023-03-31 $262k 802 327.11
2022-12-31 $275k 802 343.38
2022-09-30 $235k 802 293.02