Circle Wealth Management, LLC's ownership history for GS

Circle Wealth Management, LLC currently holds 23.3K shares with a market value of $18.6M. It started holding GS on 2024-09-30. At its peak, it held 23.4K shares on 2024-12-31. Its highest holding value was $18.6M on 2025-09-30. At its lowest, it held 22.9K shares on 2025-03-31, with a value of $11.5M on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 400. In the recent year, Circle Wealth Management, LLC has increased its shares by 39.