WILLNER & HELLER, LLC

SEC CIK
0001927796

GS holding history

GOLDMAN SACHS GROUP INC

Every 13F filing in which WILLNER & HELLER, LLC reported holding GS, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull portfolio

WILLNER & HELLER, LLC: GS holding by quarter
QuarterSharesValue% of portfolioChange in sharesAction
Q2 20262,323$2.35M1.47%+5+0.2%Added
Q1 20262,318$1.96M1.46%−29−1.2%Reduced
Q4 20252,347$2.06M1.48%−49−2.0%Reduced
Q3 20252,396$1.91M1.47%−87−3.5%Reduced
Q2 20252,483$1.76M1.48%+10+0.4%Added
Q1 20252,473$1.35M1.25%+14+0.6%Added
Q4 20242,459$1.41M1.23%−7−0.3%Reduced
Q3 20242,466$1.22M1.09%+26+1.1%Added
Q2 20242,440$1.1M1.06%−82−3.3%Reduced
Q1 20242,522$1.05M1.05%−30−1.2%Reduced
Q4 20232,552$984.38K1.10%+2,552New
Q4 20222,032$697.82K0.99%+9+0.4%Added
Q3 20222,023$593K0.96%+17+0.8%Added
Q2 20222,006$596K0.93%+325+19.3%Added
Q1 20221,681$643K0.79%+7+0.4%Added
Q4 20211,674$633K0.84%+1,674New