Goldman Sachs shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 2.5k | 796.35 |
| 2025-06-30 | $1.8M | 2.5k | 707.75 |
| 2025-03-31 | $1.0M | 1.9k | 546.29 |
| 2024-12-31 | $1.4M | 2.5k | 572.62 |
| 2024-09-30 | $1.2M | 2.5k | 495.11 |
| 2024-06-30 | $1.2M | 2.7k | 452.32 |
| 2024-03-31 | $1.1M | 2.7k | 417.69 |
| 2023-12-31 | $603k | 1.6k | 385.77 |
| 2023-09-30 | $506k | 1.6k | 323.57 |
| 2023-06-30 | $594k | 1.8k | 322.54 |
| 2023-03-31 | $564k | 1.7k | 327.11 |
| 2022-12-31 | $593k | 1.7k | 343.38 |
| 2022-09-30 | $1.4M | 4.7k | 293.06 |
| 2022-06-30 | $1.4M | 4.8k | 297.11 |
| 2022-03-31 | $2.7M | 8.1k | 330.14 |
| 2021-12-31 | $3.2M | 8.3k | 382.50 |
| 2021-09-30 | $3.2M | 8.5k | 378.03 |
| 2021-06-30 | $3.3M | 8.7k | 379.57 |
| 2021-03-31 | $2.9M | 8.7k | 327.04 |
| 2020-12-31 | $2.3M | 8.8k | 263.68 |
| 2020-09-30 | $2.5M | 13k | 200.94 |
| 2020-06-30 | $1.4M | 7.3k | 197.57 |
| 2020-03-31 | $1.1M | 6.9k | 154.53 |
| 2019-12-31 | $962k | 4.2k | 229.76 |
| 2019-09-30 | $898k | 4.3k | 207.06 |
| 2019-06-30 | $911k | 4.5k | 204.54 |
| 2019-03-31 | $840k | 4.4k | 191.87 |
| 2018-12-31 | $1.2M | 7.4k | 166.94 |
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