Bell & Brown Wealth Advisors, LLC GS Holdings History
Bell & Brown Wealth Advisors, LLC's The Goldman Sachs Group Inc Holding Summary
As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 14,427.00 shares of The Goldman Sachs Group Inc(GS), totaling $7.88 Mil. This investment constitutes 3.07% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0% of the outstanding The Goldman Sachs Group Inc(GS) stock.
The initial trade took place in 2018Q2. And since then Bell & Brown Wealth Advisors, LLC has made 18 purchases of GS, at an average price of $270.40, for a total of 14,876.00 shares. In addition, there have been 5 sales at an average price of $337.20 for 449.00 shares. Based on historical transaction data and GS's current price of $708.26, Bell & Brown Wealth Advisors, LLC's estimated gain on his GS holdings is $6.35 Mil, reflecting a 157.79% gain to date.
Bell & Brown Wealth Advisors, LLC GS ($708.26) Holding Chart
Bell & Brown Wealth Advisors, LLC GS ($708.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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