BWP
Baldwin Wealth Partners’s GSK GSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-24,140
| Closed | -$996K | – | 565 |
|
2024
Q3 | $996K | Buy |
24,140
+23,821
| +7,467% | +$983K | 0.07% | 127 |
|
2024
Q2 | $12.3K | Hold |
319
| – | – | ﹤0.01% | 520 |
|
2024
Q1 | $13.7K | Sell |
319
-180
| -36% | -$7.72K | ﹤0.01% | 531 |
|
2023
Q4 | $18.5K | Sell |
499
-2,806
| -85% | -$104K | ﹤0.01% | 507 |
|
2023
Q3 | $120K | Hold |
3,305
| – | – | 0.01% | 277 |
|
2023
Q2 | $118K | Sell |
3,305
-29
| -0.9% | -$1.03K | 0.01% | 297 |
|
2023
Q1 | $119K | Buy |
3,334
+2,835
| +568% | +$101K | 0.01% | 305 |
|
2022
Q4 | $17.5K | Buy |
499
+343
| +220% | +$12.1K | ﹤0.01% | 553 |
|
2022
Q3 | $5K | Sell |
156
-39
| -20% | -$1.25K | ﹤0.01% | 560 |
|
2022
Q2 | $8K | Hold |
195
| – | – | ﹤0.01% | 553 |
|
2022
Q1 | $8K | Buy |
+195
| New | +$8K | ﹤0.01% | 558 |
|
2021
Q4 | – | Sell |
-3,509
| Closed | -$134K | – | 641 |
|
2021
Q3 | $134K | Buy |
3,509
+149
| +4% | +$5.69K | 0.01% | 234 |
|
2021
Q2 | $134K | Sell |
3,360
-136
| -4% | -$5.42K | 0.01% | 240 |
|
2021
Q1 | $125K | Buy |
3,496
+76
| +2% | +$2.72K | 0.01% | 233 |
|
2020
Q4 | $126K | Buy |
3,420
+155
| +5% | +$5.71K | 0.02% | 227 |
|
2020
Q3 | $123K | Buy |
3,265
+2,320
| +246% | +$87.4K | 0.02% | 208 |
|
2020
Q2 | $39K | Buy |
+945
| New | +$39K | 0.01% | 321 |
|
2017
Q4 | – | Sell |
-227
| Closed | -$9K | – | 484 |
|
2017
Q3 | $9K | Buy |
+227
| New | +$9K | ﹤0.01% | 415 |
|
2017
Q2 | – | Sell |
-271
| Closed | -$11K | – | 484 |
|
2017
Q1 | $11K | Buy |
271
+196
| +261% | +$7.96K | ﹤0.01% | 417 |
|
2016
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 480 |
|
2016
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 499 |
|
2016
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 430 |
|
2016
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 454 |
|