Capital Wealth Planning, LLC GS Holdings History
Capital Wealth Planning, LLC's The Goldman Sachs Group Inc Holding Summary
As of 2025-03-31, Capital Wealth Planning, LLC held 1.11 Mil shares of The Goldman Sachs Group Inc(GS), totaling $605.43 Mil. This investment constitutes 5.25% of their stock portfolio, and Capital Wealth Planning, LLC now holds 0.36% of the outstanding The Goldman Sachs Group Inc(GS) stock.
The initial trade took place in 2018Q2. And since then Capital Wealth Planning, LLC has made 18 purchases of GS, at an average price of $294.01, for a total of 1.34 Mil shares. In addition, there have been 6 sales at an average price of $407.80 for 229,286.00 shares. Based on historical transaction data and GS's current price of $700.41, Capital Wealth Planning, LLC's estimated gain on his GS holdings is $476.49 Mil, reflecting a 121.17% gain to date.
Capital Wealth Planning, LLC GS ($700.41) Holding Chart
Capital Wealth Planning, LLC GS ($700.41) 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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