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Goldman Sachs shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in Goldman Sachs

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All positions including Goldman Sachs held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $338k 728 463.58
2024-03-31 $304k 728 417.86
2023-12-31 $3.5M 9.1k 385.78
2023-09-30 $2.9M 9.2k 312.47
2023-06-30 $3.4M 10k 322.53
2023-03-31 $3.3M 10k 327.09
2022-12-31 $3.5M 10k 343.39
2022-09-30 $2.9M 9.9k 293.03
2022-06-30 $2.9M 9.8k 297.06
2022-03-31 $3.2M 9.7k 330.11
2021-12-31 $3.7M 9.5k 382.59
2021-09-30 $3.6M 9.6k 378.08
2021-06-30 $6.5M 17k 379.52
2021-03-31 $5.6M 17k 327.00
2020-12-31 $6.1M 23k 263.73
2020-09-30 $4.6M 23k 200.96
2020-06-30 $4.5M 23k 197.60
2020-03-31 $3.5M 23k 154.59
2019-12-31 $5.7M 25k 229.93
2019-09-30 $4.7M 22k 213.39
2019-06-30 $3.7M 18k 204.61
2019-03-31 $3.4M 18k 192.00
2018-12-31 $2.6M 15k 167.06

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

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