Goldman Sachs shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Goldman Sachs
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All positions including Goldman Sachs held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Goldman Sachs by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $109k | 191 | 572.62 |
| 2024-09-30 | $107k | 217 | 495.11 |
| 2024-06-30 | $75k | 166 | 452.32 |
| 2024-03-31 | $65k | 156 | 417.69 |
| 2023-09-30 | $25k | 76 | 323.57 |
| 2023-06-30 | $36k | 113 | 322.54 |
| 2023-03-31 | $21k | 63 | 327.11 |