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Goldman Sachs shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Goldman Sachs

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All positions including Goldman Sachs held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 52 496.40
2024-06-30 $25k 52 484.58
2024-03-31 $22k 52 413.75
2023-12-31 $20k 51 387.08
2023-03-31 $2.0k 6 327.17

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares National Muni Bond Etf Etf (MUB)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Avantis International Small Cap Value Etf Etf (AVDV)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)

View all positions for Morton Brown Family Wealth

Top funds holding Goldman Sachs

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