Goldman Sachs shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Goldman Sachs
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Goldman Sachs by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $664k | 834 | 796.35 |
| 2025-06-30 | $568k | 803 | 707.75 |
| 2025-03-31 | $456k | 835 | 546.29 |
| 2024-12-31 | $484k | 846 | 572.62 |
| 2024-09-30 | $435k | 879 | 495.11 |
| 2024-06-30 | $402k | 888 | 452.32 |
| 2024-03-31 | $384k | 920 | 417.69 |
| 2023-12-31 | $375k | 972 | 385.77 |
| 2023-09-30 | $316k | 976 | 323.57 |
| 2023-06-30 | $278k | 862 | 322.54 |
| 2023-03-31 | $290k | 887 | 327.11 |
| 2022-12-31 | $265k | 772 | 343.38 |
| 2022-09-30 | $221k | 753 | 293.49 |
| 2022-06-30 | $211k | 714 | 295.52 |
| 2022-03-31 | $237k | 719 | 329.62 |
| 2021-12-31 | $251k | 656 | 382.62 |
| 2021-06-30 | $204k | 538 | 379.18 |