Balanced Rock Investment Advisors’s Gilead Sciences GILD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
5,090
-234
| -4% | -$25.9K | 0.44% | 47 |
|
|
2025
Q1 | $597K | Sell |
5,324
-194
| -4% | -$21.7K | 0.48% | 37 |
|
|
2024
Q4 | $510K | Sell |
5,518
-435
| -7% | -$40.2K | 0.4% | 46 |
|
|
2024
Q3 | $499K | Sell |
5,953
-40
| -0.7% | -$3.35K | 0.39% | 48 |
|
|
2024
Q2 | $411K | Sell |
5,993
-29
| -0.5% | -$1.99K | 0.35% | 61 |
|
|
2024
Q1 | $441K | Sell |
6,022
-464
| -7% | -$34K | 0.38% | 59 |
|
|
2023
Q4 | $525K | Buy |
+6,486
| New | +$525K | 0.47% | 56 |
|