Avantax Planning Partners’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
9,850
-520
| -5% | -$20K | 0.01% | 309 |
|
|
2025
Q1 | $402K | Sell |
10,370
-1,366
| -12% | -$52.9K | 0.01% | 293 |
|
|
2024
Q4 | $397K | Buy |
11,736
+1,071
| +10% | +$36.2K | 0.01% | 290 |
|
|
2024
Q3 | $436K | Sell |
10,665
-313
| -3% | -$12.8K | 0.02% | 277 |
|
|
2024
Q2 | $423K | Buy |
10,978
+272
| +3% | +$10.5K | 0.01% | 310 |
|
|
2024
Q1 | $459K | Buy |
10,706
+5,302
| +98% | +$227K | 0.01% | 300 |
|
|
2023
Q4 | $200K | Buy |
+5,404
| New | +$200K | 0.01% | 363 |
|
|
2023
Q3 | – | Sell |
-6,174
| Closed | -$220K | – | 375 |
|
|
2023
Q2 | $220K | Sell |
6,174
-169
| -3% | -$6.02K | 0.01% | 340 |
|
|
2023
Q1 | $226K | Sell |
6,343
-252
| -4% | -$8.97K | 0.01% | 337 |
|
|
2022
Q4 | $232K | Buy |
+6,595
| New | +$232K | 0.01% | 328 |
|
|
2022
Q3 | – | Sell |
-5,741
| Closed | -$312K | – | 356 |
|
|
2022
Q2 | $312K | Sell |
5,741
-223
| -4% | -$12.1K | 0.01% | 270 |
|
|
2022
Q1 | $325K | Sell |
5,964
-93
| -2% | -$5.07K | 0.01% | 267 |
|
|
2021
Q4 | $334K | Hold |
6,057
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $289K | Hold |
6,057
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $301K | Sell |
6,057
-160
| -3% | -$7.95K | 0.01% | 255 |
|
|
2021
Q1 | $277K | Sell |
6,217
-148
| -2% | -$6.59K | 0.01% | 250 |
|
|
2020
Q4 | $293K | Sell |
6,365
-41
| -0.6% | -$1.89K | 0.02% | 230 |
|
|
2020
Q3 | $301K | Sell |
6,406
-126
| -2% | -$5.92K | 0.02% | 226 |
|
|
2020
Q2 | $333K | Hold |
6,532
| – | – | 0.02% | 207 |
|
|
2020
Q1 | $309K | Sell |
6,532
-76
| -1% | -$3.6K | 0.02% | 198 |
|
|
2019
Q4 | $388K | Sell |
6,608
-54
| -0.8% | -$3.17K | 0.02% | 201 |
|
|
2019
Q3 | $355K | Sell |
6,662
-67
| -1% | -$3.57K | 0.02% | 212 |
|
|
2019
Q2 | $341K | Sell |
6,729
-393
| -6% | -$19.9K | 0.02% | 219 |
|
|
2019
Q1 | $372K | Buy |
7,122
+2,592
| +57% | +$135K | 0.03% | 207 |
|
|
2018
Q4 | $216K | Sell |
4,530
-1,901
| -30% | -$90.6K | 0.02% | 250 |
|
|
2018
Q3 | $323K | Buy |
6,431
+452
| +8% | +$22.7K | 0.03% | 190 |
|
|
2018
Q2 | $301K | Sell |
5,979
-1,761
| -23% | -$88.7K | 0.03% | 182 |
|
|
2018
Q1 | $389K | Buy |
7,740
+210
| +3% | +$10.6K | 0.03% | 197 |
|
|
2017
Q4 | $334K | Hold |
7,530
| – | – | 0.03% | 215 |
|
|
2017
Q3 | $382K | Sell |
7,530
-75
| -1% | -$3.81K | 0.03% | 246 |
|
|
2017
Q2 | $410K | Buy |
+7,605
| New | +$410K | 0.03% | 215 |
|