Sugarloaf Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,029 shares of GBIL stock, worth $102,920. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,029

Previous 1,029 -0.0%

Holding current value

$102,920

Previous $103,000 0.97%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$99.7 - $100.3 $52,741 - $53,058	-529 Reduced 33.95%	1,029 $103,000
Q2 2024 Jul 08, 2024	BUY	$99.66 - $100.12 $99 - $100	1 Added 0.06%	1,558 $155,000
Q1 2024 Apr 23, 2024	SELL	$99.75 - $100.89 $49,376 - $49,940	-495 Reduced 24.12%	1,557 $157,000
Q4 2023 Jan 10, 2024	BUY	$99.69 - $100.2 $50,144 - $50,400	503 Added 32.47%	2,052 $204,000
Q3 2023 Nov 13, 2023	SELL	$99.65 - $100.12 $49,426 - $49,659	-496 Reduced 24.25%	1,549 $155,000
Q2 2023 Jul 13, 2023	SELL	$99.68 - $100.11 $79,046 - $79,387	-793 Reduced 27.94%	2,045 $204,000
Q1 2023 Apr 26, 2023	BUY	$99.66 - $100.16 $896 - $901	9 Added 0.32%	2,838 $284,000
Q4 2022 Feb 03, 2023	SELL	$99.58 - $99.94 $24,197 - $24,285	-243 Reduced 7.91%	2,829 $282,000
Q3 2022 Oct 11, 2022	BUY	$99.71 - $99.89 $25,226 - $25,272	253 Added 8.97%	3,072 $307,000
Q2 2022 Jul 12, 2022	BUY	$99.74 - $100.0 $199 - $200	2 Added 0.07%	2,819 $281,000
Q1 2022 Apr 25, 2022	SELL	$99.92 - $100.05 $145,883 - $146,073	-1,460 Reduced 34.14%	2,817 $282,000
Q4 2021 Jan 20, 2022	SELL	$100.04 - $100.09 $2,000 - $2,001	-20 Reduced 0.47%	4,277 $428,000
Q3 2021 Oct 20, 2021	BUY	$100.08 - $100.11 $79,963 - $79,987	799 Added 22.84%	4,297 $430,000
Q2 2021 Jul 20, 2021	SELL	$100.1 - $100.14 $95,995 - $96,034	-959 Reduced 21.52%	3,498 $350,000
Q4 2020 Feb 03, 2021	BUY	$100.12 - $100.14 $24,829 - $24,834	248 Added 5.89%	4,457 $446,000
Q3 2020 Nov 03, 2020	SELL	$100.42 - $100.47 $15,263 - $15,271	-152 Reduced 3.49%	4,209 $523,000
Q2 2020 Jul 21, 2020	BUY	$100.48 - $100.68 $904 - $906	9 Added 0.21%	4,361 $438,000
Q1 2020 Apr 15, 2020	BUY	$100.17 - $100.81 $1,702 - $1,713	17 Added 0.39%	4,352 $439,000
Q4 2019 Jan 29, 2020	BUY	$100.12 - $100.46 $434,020 - $435,494	4,335 New	4,335 $434,000

Others Institutions Holding GBIL

# of Institutions

361

Shares Held

45.1M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

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Sugarloaf Wealth Management, LLC Goldman Sachs Access Treasury Transaction History