Goldman Sachs shares owned by HB Wealth Management
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Goldman Sachs
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Goldman Sachs by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 18k | 796.37 |
| 2025-06-30 | $10M | 15k | 707.79 |
| 2025-03-31 | $7.8M | 14k | 546.30 |
| 2024-12-31 | $5.6M | 9.9k | 572.64 |
| 2024-09-30 | $4.6M | 9.3k | 495.15 |
| 2024-06-30 | $3.9M | 8.5k | 452.32 |
| 2024-03-31 | $3.1M | 7.5k | 417.73 |
| 2023-12-31 | $2.8M | 7.2k | 385.82 |
| 2023-09-30 | $2.8M | 8.7k | 323.58 |
| 2023-06-30 | $2.4M | 7.5k | 322.55 |
| 2023-03-31 | $2.4M | 7.3k | 327.11 |
| 2022-12-31 | $2.5M | 7.2k | 343.37 |
| 2022-09-30 | $1.8M | 6.1k | 293.04 |
| 2022-06-30 | $1.8M | 6.2k | 296.99 |
| 2022-03-31 | $1.3M | 4.1k | 330.23 |
| 2021-12-31 | $885k | 2.3k | 382.45 |
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