Appleton Partners’s Gilead Sciences GILD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,010
| Closed | -$250K | – | 292 |
|
|
2023
Q1 | $250K | Buy |
+3,010
| New | +$250K | 0.02% | 273 |
|
|
2022
Q4 | – | Sell |
-3,275
| Closed | -$202K | – | 298 |
|
|
2022
Q3 | $202K | Sell |
3,275
-927
| -22% | -$57.2K | 0.02% | 288 |
|
|
2022
Q2 | $260K | Sell |
4,202
-3,233
| -43% | -$200K | 0.02% | 262 |
|
|
2022
Q1 | $442K | Sell |
7,435
-1,923
| -21% | -$114K | 0.04% | 228 |
|
|
2021
Q4 | $679K | Buy |
9,358
+306
| +3% | +$22.2K | 0.05% | 190 |
|
|
2021
Q3 | $632K | Hold |
9,052
| – | – | 0.05% | 189 |
|
|
2021
Q2 | $623K | Sell |
9,052
-371
| -4% | -$25.5K | 0.05% | 187 |
|
|
2021
Q1 | $609K | Sell |
9,423
-157
| -2% | -$10.1K | 0.06% | 184 |
|
|
2020
Q4 | $558K | Sell |
9,580
-940
| -9% | -$54.8K | 0.05% | 177 |
|
|
2020
Q3 | $665K | Buy |
10,520
+3,251
| +45% | +$206K | 0.07% | 163 |
|
|
2020
Q2 | $559K | Buy |
7,269
+1,098
| +18% | +$84.4K | 0.07% | 167 |
|
|
2020
Q1 | $461K | Buy |
+6,171
| New | +$461K | 0.06% | 173 |
|
|
2019
Q4 | – | Sell |
-7,960
| Closed | -$505K | – | 294 |
|
|
2019
Q3 | $505K | Sell |
7,960
-750
| -9% | -$47.6K | 0.06% | 189 |
|
|
2019
Q2 | $588K | Sell |
8,710
-710
| -8% | -$47.9K | 0.07% | 172 |
|
|
2019
Q1 | $612K | Sell |
9,420
-4,479
| -32% | -$291K | 0.08% | 166 |
|
|
2018
Q4 | $869K | Sell |
13,899
-1,191
| -8% | -$74.5K | 0.13% | 139 |
|
|
2018
Q3 | $1.17M | Sell |
15,090
-2,943
| -16% | -$227K | 0.16% | 132 |
|
|
2018
Q2 | $1.28M | Sell |
18,033
-2,670
| -13% | -$189K | 0.18% | 120 |
|
|
2018
Q1 | $1.56M | Sell |
20,703
-1,890
| -8% | -$143K | 0.24% | 107 |
|
|
2017
Q4 | $1.62M | Sell |
22,593
-554
| -2% | -$39.7K | 0.25% | 98 |
|
|
2017
Q3 | $1.88M | Sell |
23,147
-2,727
| -11% | -$221K | 0.32% | 84 |
|
|
2017
Q2 | $1.83M | Sell |
25,874
-14,150
| -35% | -$1M | 0.31% | 86 |
|
|
2017
Q1 | $2.72M | Sell |
40,024
-16,920
| -30% | -$1.15M | 0.5% | 65 |
|
|
2016
Q4 | $4.08M | Sell |
56,944
-5,217
| -8% | -$374K | 0.82% | 42 |
|
|
2016
Q3 | $4.92M | Sell |
62,161
-5,075
| -8% | -$402K | 0.93% | 39 |
|
|
2016
Q2 | $5.61M | Sell |
67,236
-16,178
| -19% | -$1.35M | 1.15% | 31 |
|
|
2016
Q1 | $7.66M | Buy |
83,414
+70,047
| +524% | +$6.43M | 1.51% | 19 |
|
|
2015
Q4 | $1.35M | Buy |
13,367
+1,380
| +12% | +$140K | 0.27% | 87 |
|
|
2015
Q3 | $1.18M | Buy |
11,987
+3,910
| +48% | +$384K | 0.27% | 87 |
|
|
2015
Q2 | $946K | Buy |
8,077
+282
| +4% | +$33K | 0.21% | 98 |
|
|
2015
Q1 | $765K | Sell |
7,795
-225
| -3% | -$22.1K | 0.17% | 101 |
|
|
2014
Q4 | $756K | Buy |
8,020
+25
| +0.3% | +$2.36K | 0.17% | 98 |
|
|
2014
Q3 | $851K | Buy |
7,995
+620
| +8% | +$66K | 0.2% | 95 |
|
|
2014
Q2 | $611K | Buy |
7,375
+197
| +3% | +$16.3K | 0.14% | 107 |
|
|
2014
Q1 | $509K | Buy |
7,178
+3,000
| +72% | +$213K | 0.12% | 116 |
|
|
2013
Q4 | $314K | Hold |
4,178
| – | – | 0.08% | 132 |
|
|
2013
Q3 | $263K | Buy |
+4,178
| New | +$263K | 0.07% | 135 |
|