Goldman Sachs shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.4k | 796.78 |
| 2025-06-30 | $941k | 1.3k | 697.28 |
| 2025-03-31 | $770k | 1.6k | 494.44 |
| 2024-12-31 | $1.0M | 1.8k | 560.00 |
| 2024-09-30 | $990k | 1.9k | 529.86 |
| 2024-06-30 | $877k | 1.8k | 478.89 |
| 2024-03-31 | $739k | 1.9k | 396.86 |
| 2023-12-31 | $727k | 1.9k | 376.91 |
| 2023-09-30 | $505k | 1.7k | 299.19 |
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