Goldman Sachs shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Goldman Sachs
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All positions including Goldman Sachs held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Goldman Sachs by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $371k | 679 | 546.56 |
| 2024-12-31 | $489k | 854 | 572.45 |
| 2024-09-30 | $730k | 1.5k | 495.26 |
| 2024-06-30 | $947k | 2.1k | 452.33 |