Number of Shares
11,768.00
Current Holdings Value*
$6.43 Mil
% of Portfolio
2.61%
Total Estimate Gain
$5.12 Mil
% of Total Estimate Gain
44.70%

Wealth Advisors of Tampa Bay, LLC's The Goldman Sachs Group Inc Holding Summary

As of 2025-03-31, Wealth Advisors of Tampa Bay, LLC held 11,768.00 shares of The Goldman Sachs Group Inc(GS), totaling $6.43 Mil. This investment constitutes 2.61% of their stock portfolio, and Wealth Advisors of Tampa Bay, LLC now holds 0% of the outstanding The Goldman Sachs Group Inc(GS) stock.

The initial trade took place in 2020Q3. And since then Wealth Advisors of Tampa Bay, LLC has made 10 purchases of GS, at an average price of $316.60, for a total of 36,188.00 shares. In addition, there have been 9 sales at an average price of $333.10 for 24,420.00 shares. Based on historical transaction data and GS's current price of $717.52, Wealth Advisors of Tampa Bay, LLC's estimated gain on his GS holdings is $5.12 Mil, reflecting a 44.70% gain to date.

Wealth Advisors of Tampa Bay, LLC GS ($717.52) Holding Chart

Wealth Advisors of Tampa Bay, LLC GS ($717.52) 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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