Goldman Sachs shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Goldman Sachs
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Goldman Sachs by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $765k | 1.5k | 495.20 |
| 2024-06-30 | $698k | 1.5k | 452.33 |
| 2024-03-31 | $648k | 1.6k | 417.62 |
| 2023-12-31 | $599k | 1.6k | 385.65 |
| 2023-09-30 | $498k | 1.5k | 323.52 |
| 2023-06-30 | $457k | 1.4k | 322.63 |
| 2023-03-31 | $460k | 1.4k | 327.20 |
| 2022-12-31 | $477k | 1.4k | 343.49 |
| 2022-09-30 | $407k | 1.4k | 292.39 |
| 2022-06-30 | $412k | 1.4k | 297.04 |
| 2022-03-31 | $403k | 1.2k | 330.06 |
| 2021-12-31 | $469k | 1.2k | 385.06 |
| 2021-09-30 | $213k | 564 | 377.66 |
| 2021-06-30 | $202k | 534 | 378.28 |
| 2021-03-31 | $160k | 489 | 327.20 |
| 2020-12-31 | $151k | 496 | 304.44 |