Goldman Sachs shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 1.6k | 879.00 |
| 2025-09-30 | $1.3M | 1.6k | 796.35 |
| 2025-06-30 | $1.1M | 1.6k | 707.75 |
| 2025-03-31 | $893k | 1.6k | 546.29 |
| 2024-12-31 | $1.0M | 1.8k | 572.62 |
| 2024-09-30 | $891k | 1.8k | 495.11 |
| 2024-06-30 | $815k | 1.8k | 452.32 |
| 2024-03-31 | $777k | 1.9k | 417.69 |
| 2023-12-31 | $712k | 1.8k | 385.77 |
| 2023-09-30 | $456k | 1.4k | 323.57 |
| 2023-06-30 | $325k | 1.0k | 322.54 |
| 2023-03-31 | $326k | 997 | 327.11 |
| 2022-12-31 | $345k | 1.0k | 343.38 |
| 2022-09-30 | $294k | 1.0k | 292.83 |
| 2022-06-30 | $296k | 995 | 297.49 |
| 2022-03-31 | $328k | 995 | 329.65 |
| 2021-12-31 | $381k | 995 | 382.91 |
| 2021-09-30 | $377k | 997 | 378.13 |
| 2021-06-30 | $378k | 997 | 379.14 |
| 2021-03-31 | $326k | 997 | 326.98 |
| 2020-12-31 | $320k | 1.2k | 263.81 |
| 2020-09-30 | $221k | 1.1k | 200.91 |
| 2020-06-30 | $217k | 1.1k | 197.27 |
| 2019-12-31 | $252k | 1.1k | 230.14 |
| 2019-09-30 | $227k | 1.1k | 207.31 |
| 2019-06-30 | $224k | 1.1k | 204.57 |
| 2019-03-31 | $209k | 1.1k | 191.74 |
| 2018-09-30 | $261k | 1.2k | 224.61 |
| 2018-03-31 | $346k | 1.4k | 252.00 |
| 2017-12-31 | $349k | 1.4k | 254.74 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners