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
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by Essential Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |