Ownership history in BigSur Wealth Management LLC · 37 quarters on record
This page tracks every 13F SEC filing in which BigSur Wealth Management LLC reported a position in GOLDMAN SACHS GROUP INC (GS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 6,259 | — | 0% | 1.33% | $5.5M | $874.40 |
| 2025 Q3 | REDUCED | 6,259 | -747 | -10.7% | 1.22% | $5.0M | $788.27 |
| 2025 Q2 | ADDED | 7,006 | +10 | +0.1% | 1.25% | $5.0M | $696.84 |
| 2025 Q1 | REDUCED | 6,996 | -159 | -2.2% | 1.04% | $3.8M | $535.20 |
| 2024 Q4 | UNCHANGED | 7,155 | — | 0% | 1.17% | $4.1M | $558.23 |
| 2024 Q3 | REDUCED | 7,155 | -25 | -0.3% | 0.98% | $3.5M | $480.29 |
| 2024 Q2 | ADDED | 7,180 | +3,520 | +96.2% | 0.99% | $3.2M | $436.20 |
| 2024 Q1 | ADDED | 3,660 | +90 | +2.5% | 0.48% | $1.5M | $400.38 |
| 2023 Q4 | ADDED | 3,570 | +220 | +6.6% | 0.66% | $1.4M | $367.18 |
| 2023 Q3 | REDUCED | 3,350 | -2,940 | -46.7% | 0.55% | $1.1M | $305.47 |
As of 2025 Q4 — sorted by position size