Ownership history in WILLNER & HELLER, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which WILLNER & HELLER, 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 | REDUCED | 2,347 | -49 | -2.0% | 1.48% | $2.1M | $874.40 |
| 2025 Q3 | REDUCED | 2,396 | -87 | -3.5% | 1.47% | $1.9M | $788.27 |
| 2025 Q2 | ADDED | 2,483 | +10 | +0.4% | 1.48% | $1.8M | $696.84 |
| 2025 Q1 | ADDED | 2,473 | +14 | +0.6% | 1.25% | $1.4M | $535.20 |
| 2024 Q4 | REDUCED | 2,459 | -7 | -0.3% | 1.23% | $1.4M | $558.23 |
| 2024 Q3 | REDUCED | 2,466 | -56 | -2.2% | 1.09% | $1.2M | $480.29 |
| 2024 Q2 | REDUCED | 2,522 | -30 | -1.2% | 1.05% | $1.1M | $436.20 |
| 2023 Q4 | ADDED | 2,552 | +520 | +25.6% | 1.10% | $984K | $367.18 |
| 2022 Q4 | ADDED | 2,032 | +9 | +0.4% | 0.99% | $698K | $316.79 |
| 2022 Q3 | ADDED | 2,023 | +17 | +0.8% | 0.96% | $593K | $268.60 |
As of 2025 Q4 — sorted by position size