Bell & Brown Wealth Advisors, LLC Goldman Sachs Group Inc Transaction History

Bell & Brown Wealth Advisors, LLC

$245 Million
Q2 2024

A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 14,324 shares of GS stock, worth $7.55 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

14,324

Previous 13,833 3.55%

Holding current value

$7.55 Million

Previous $5.78 Million 12.15%

% of portfolio

2.65%

Previous 2.47%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$389.49 - $470.41 $191,239 - $230,971	491 Added 3.55%	14,324 $6.48 Million
Q1 2024 May 13, 2024	SELL	$376.91 - $417.69 $77,643 - $86,044	-206 Reduced 1.47%	13,833 $5.78 Million
Q4 2023 Feb 12, 2024	BUY	$289.91 - $386.41 $107,266 - $142,971	370 Added 2.71%	14,039 $5.42 Million
Q2 2023 Aug 15, 2023	BUY	$312.36 - $343.96 $137,126 - $150,998	439 Added 3.32%	13,669 $4.41 Million
Q1 2023 Apr 14, 2023	SELL	$303.54 - $375.1 $31,871 - $39,385	-105 Reduced 0.79%	13,230 $4.33 Million
Q4 2022 Feb 10, 2023	BUY	$293.4 - $388.86 $72,763 - $96,437	248 Added 1.9%	13,335 $4.58 Million
Q3 2022 Oct 26, 2022	SELL	$19.27 - $342.58 $886 - $15,758	-46 Reduced 0.35%	13,087 $3.84 Million
Q2 2022 Jul 22, 2022	BUY	$279.79 - $341.06 $6,155 - $7,503	22 Added 0.17%	13,133 $3.9 Million
Q1 2022 May 02, 2022	BUY	$321.37 - $407.48 $16,711 - $21,188	52 Added 0.4%	13,111 $4.33 Million
Q4 2021 Feb 10, 2022	BUY	$371.61 - $423.85 $722,409 - $823,964	1,944 Added 17.49%	13,059 $4.9 Million
Q3 2021 Nov 12, 2021	BUY	$354.72 - $419.69 $121,314 - $143,533	342 Added 3.17%	11,115 $4.2 Million
Q3 2020 Oct 23, 2020	BUY	$186.12 - $216.9 $78,728 - $91,748	423 Added 4.09%	10,773 $2.21 Million
Q2 2020 Aug 07, 2020	BUY	$145.29 - $220.81 $53,757 - $81,699	370 Added 3.71%	10,350 $2.12 Million
Q1 2020 May 11, 2020	BUY	$134.97 - $249.72 $50,478 - $93,395	374 Added 3.89%	9,980 $1.82 Million
Q4 2019 Jan 17, 2020	SELL	$196.85 - $231.21 $18,110 - $21,271	-92 Reduced 0.95%	9,606 $2.37 Million
Q3 2019 Oct 09, 2019	BUY	$195.56 - $222.14 $27,573 - $31,321	141 Added 1.48%	9,698 $1.97 Million
Q2 2019 Aug 06, 2019	BUY	$182.49 - $207.9 $67,703 - $77,130	371 Added 4.04%	9,557 $1.96 Million
Q1 2019 May 13, 2019	BUY	$169.51 - $202.54 $159,339 - $190,387	940 Added 11.4%	9,186 $1.76 Million
Q4 2018 Feb 22, 2019	SELL	$156.35 - $231.65 $2.07 Million - $3.06 Million	-13,213 Reduced 61.57%	8,246 $1.38 Million
Q4 2018 Feb 07, 2019	BUY	$156.35 - $231.65 $2.12 Million - $3.14 Million	13,536 Added 170.84%	21,459 $3.59 Million
Q3 2018 Nov 13, 2018	BUY	$220.38 - $242.6 $242,418 - $266,860	1,100 Added 16.12%	7,923 $1.79 Million
Q2 2018 Jul 31, 2018	BUY	$220.18 - $259.59 $82,127 - $96,827	373 Added 5.78%	6,823 $1.51 Million
Q1 2018 May 02, 2018	SELL	$245.26 - $273.38 $27,469 - $30,618	-112 Reduced 1.71%	6,450 $1.52 Million
Q4 2017 Feb 13, 2018	BUY	$235.11 - $261.01 $1.54 Million - $1.71 Million	6,562	6,562 $1.67 Million

Others Institutions Holding GS

# of Institutions

2,394

Shares Held

229M

Call Options Held

7.68M

Put Options Held

8.21M

View Full List

About GOLDMAN SACHS GROUP INC

Ticker GS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 341,356,000
Market Cap $180B
Description
The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The company's Investment Banking segment pr...

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Bell & Brown Wealth Advisors, LLC Goldman Sachs Group Inc Transaction History