Goldman Sachs shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.0k | 779.38 |
| 2025-06-30 | $1.4M | 2.0k | 707.75 |
| 2025-03-31 | $1.0M | 1.8k | 546.29 |
| 2024-12-31 | $881k | 1.5k | 572.62 |
| 2024-09-30 | $719k | 1.5k | 495.11 |
| 2024-06-30 | $675k | 1.5k | 452.32 |
| 2024-03-31 | $579k | 1.4k | 417.69 |
| 2023-12-31 | $535k | 1.4k | 385.77 |
| 2018-09-30 | $234k | 1.1k | 218.90 |
| 2018-06-30 | $214k | 969 | 220.85 |
| 2018-03-31 | $244k | 969 | 251.81 |
| 2017-12-31 | $247k | 969 | 254.90 |
| 2017-09-30 | $221k | 934 | 236.62 |