Goldman Sachs shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Goldman Sachs
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All positions including Goldman Sachs held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Goldman Sachs by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $205k | 203 | 1011.37 |
| 2023-06-30 | $2.2M | 6.8k | 322.54 |
| 2023-03-31 | $2.2M | 6.8k | 327.11 |
| 2022-12-31 | $2.3M | 6.8k | 343.38 |
| 2022-09-30 | $2.0M | 6.9k | 293.05 |
| 2022-06-30 | $2.1M | 6.9k | 297.02 |
| 2022-03-31 | $2.3M | 6.9k | 330.10 |
| 2021-12-31 | $2.6M | 6.9k | 382.55 |
| 2021-09-30 | $2.7M | 7.3k | 378.03 |
| 2021-06-30 | $2.9M | 7.6k | 379.53 |
| 2021-03-31 | $2.5M | 7.7k | 327.00 |
| 2020-12-31 | $2.0M | 7.6k | 263.71 |
| 2020-09-30 | $1.6M | 8.1k | 200.97 |
| 2020-06-30 | $1.3M | 6.6k | 197.62 |
| 2020-03-31 | $1.1M | 7.1k | 154.59 |
| 2019-12-31 | $404k | 1.8k | 229.93 |
More positions owned by Legacy Wealth Management, LLC / MS
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