Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
GS holding history
Goldman Sachs Group Inc in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GS overviewAll 13F holders of GSFull Q4 2024 holdings
- Shares (Q4 2024)
- 4,869
- Value
- $2.79M
- % of portfolio
- 0.4%
- Quarters held
- 14
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 4,869 | $2.79M | 0.4% | −8−0.2% | Reduced | Holders |
| Q3 2024 | 4,877 | $2.41M | 0.3% | +579+13.5% | Added | Holders |
| Q2 2024 | 4,298 | $1.94M | 0.3% | −50−1.1% | Reduced | Holders |
| Q1 2024 | 4,348 | $1.82M | 0.3% | −87−2.0% | Reduced | Holders |
| Q4 2023 | 4,435 | $1.71M | 0.3% | +29+0.7% | Added | Holders |
| Q3 2023 | 4,406 | $1.43M | 0.3% | −99−2.2% | Reduced | Holders |
| Q2 2023 | 4,505 | $1.45M | 0.3% | −65−1.4% | Reduced | Holders |
| Q1 2023 | 4,570 | $1.49M | 0.3% | −2,108−31.6% | Reduced | Holders |
| Q4 2022 | 6,678 | $2.29M | 0.5% | +65+1.0% | Added | Holders |
| Q3 2022 | 6,613 | $1.94M | 0.4% | +319+5.1% | Added | Holders |
| Q2 2022 | 6,294 | $1.87M | 0.4% | −850−11.9% | Reduced | Holders |
| Q1 2022 | 7,144 | $2.36M | 0.4% | +136+1.9% | Added | Holders |
| Q4 2021 | 7,008 | $2.68M | 0.4% | +170+2.5% | Added | Holders |
| Q3 2021 | 6,838 | $2.58M | 0.5% | +6,838 | New | Holders |