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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

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Quarterly 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