Goldman Sachs shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $621k | 779 | 796.57 |
| 2025-06-30 | $546k | 772 | 707.82 |
| 2025-03-31 | $425k | 777 | 546.53 |
| 2024-12-31 | $433k | 757 | 572.56 |
| 2024-09-30 | $312k | 746 | 417.78 |
| 2024-06-30 | $339k | 750 | 452.28 |
| 2024-03-31 | $312k | 746 | 417.78 |
| 2023-12-31 | $337k | 872 | 385.91 |
| 2023-09-30 | $282k | 871 | 323.61 |
| 2023-06-30 | $281k | 871 | 322.49 |
| 2023-03-31 | $299k | 871 | 343.32 |
| 2022-12-31 | $299k | 871 | 343.32 |
| 2022-09-30 | $232k | 791 | 293.30 |
| 2022-06-30 | $239k | 805 | 296.89 |
| 2022-03-31 | $266k | 805 | 330.43 |
| 2021-12-31 | $308k | 805 | 382.61 |
| 2021-09-30 | $304k | 805 | 377.64 |
| 2021-06-30 | $305k | 805 | 378.88 |
| 2021-03-31 | $230k | 705 | 326.24 |
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