Kingsview Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 17,504 shares of GBIL stock, worth $1.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,504

Previous 18,178 3.71%

Holding current value

$1.75 Million

Previous $1.82 Million 4.11%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$99.85 - $100.22 $67,298 - $67,548	-674 Reduced 3.71%	17,504 $1.75 Million
Q3 2024 Nov 12, 2024	SELL	$99.7 - $100.3 $136,489 - $137,310	-1,369 Reduced 7.0%	18,178 $1.82 Million
Q2 2024 Aug 14, 2024	BUY	$99.66 - $100.12 $190,948 - $191,829	1,916 Added 10.87%	19,547 $1.96 Million
Q1 2024 May 09, 2024	BUY	$99.75 - $100.89 $371,269 - $375,512	3,722 Added 26.76%	17,631 $1.78 Million
Q4 2023 Feb 08, 2024	BUY	$99.69 - $100.2 $897,010 - $901,599	8,998 Added 183.22%	13,909 $1.39 Million
Q3 2023 Nov 07, 2023	SELL	$99.65 - $100.12 $806,567 - $810,371	-8,094 Reduced 62.24%	4,911 $491,000
Q2 2023 Aug 10, 2023	SELL	$99.68 - $100.11 $1.27 Million - $1.27 Million	-12,730 Reduced 49.47%	13,005 $1.3 Million
Q1 2023 May 15, 2023	SELL	$99.66 - $100.16 $2.65 Million - $2.67 Million	-26,622 Reduced 50.85%	25,735 $2.58 Million
Q4 2022 Feb 13, 2023	BUY	$99.58 - $99.94 $4.42 Million - $4.43 Million	44,357 Added 554.46%	52,357 $5.22 Million
Q3 2022 Nov 14, 2022	BUY	$99.71 - $99.89 $797,680 - $799,120	8,000 New	8,000 $799,000
Q3 2021 Dec 03, 2021	SELL	$100.08 - $100.11 $200,160 - $200,220	-2,000 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$100.12 - $100.14 $47,456 - $47,466	-474 Reduced 19.16%	2,000 $200,000
Q3 2020 Nov 19, 2020	SELL	$100.42 - $100.47 $293,828 - $293,975	-2,926 Reduced 54.19%	2,474 $248,000
Q1 2020 May 11, 2020	BUY	$100.17 - $100.81 $325,552 - $327,632	3,250 Added 151.16%	5,400 $544,000
Q4 2019 Jan 31, 2020	SELL	$100.12 - $100.46 $320,684 - $321,773	-3,203 Reduced 59.84%	2,150 $215,000
Q4 2019 Jan 30, 2020	BUY	$100.12 - $100.46 $320,684 - $321,773	3,203 Added 148.98%	5,353 $535,000
Q3 2019 Jan 29, 2020	SELL	$100.24 - $100.38 $8,520 - $8,532	-85 Reduced 3.8%	2,150 $216,000
Q1 2019 Jan 29, 2020	SELL	N/A	-812 Reduced 26.65%	2,235 $224,000
Q3 2018 Jan 29, 2020	SELL	N/A	-1,329 Reduced 30.37%	3,047 $305,000
Q1 2018 Jan 29, 2020	SELL	N/A	-977 Reduced 18.25%	4,376 $438,000
Q4 2017 Jan 29, 2020	SELL	N/A	-1,659 Reduced 23.66%	5,353 $535,000
Q3 2017 Jan 29, 2020	BUY	N/A	7,012	7,012 $702,000

Others Institutions Holding GBIL

# of Institutions

356

Shares Held

44.7M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

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Kingsview Wealth Management, LLC Goldman Sachs Access Treasury Transaction History