Bartlett & Co Wealth Management’s GSK GSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $62.5K | Buy |
1,612
+256
| +19% | +$9.92K | ﹤0.01% | 620 |
|
2025
Q1 | $53.1K | Hold |
1,356
| – | – | ﹤0.01% | 639 |
|
2024
Q4 | $46.4K | Buy |
1,356
+37
| +3% | +$1.27K | ﹤0.01% | 665 |
|
2024
Q3 | $54.4K | Hold |
1,319
| – | – | ﹤0.01% | 640 |
|
2024
Q2 | $51.8K | Hold |
1,319
| – | – | ﹤0.01% | 650 |
|
2024
Q1 | $57.4K | Hold |
1,319
| – | – | ﹤0.01% | 642 |
|
2023
Q4 | $49.4K | Sell |
1,319
-240
| -15% | -$8.99K | ﹤0.01% | 708 |
|
2023
Q3 | $57K | Hold |
1,559
| – | – | ﹤0.01% | 640 |
|
2023
Q2 | $56K | Hold |
1,559
| – | – | ﹤0.01% | 649 |
|
2023
Q1 | $55.9K | Hold |
1,559
| – | – | ﹤0.01% | 554 |
|
2022
Q4 | $55.2K | Hold |
1,559
| – | – | ﹤0.01% | 563 |
|
2022
Q3 | $46.4K | Sell |
1,559
-159
| -9% | -$4.73K | ﹤0.01% | 575 |
|
2022
Q2 | $94.1K | Buy |
1,718
+159
| +10% | +$8.71K | ﹤0.01% | 468 |
|
2022
Q1 | $86.1K | Buy |
+1,559
| New | +$86.1K | ﹤0.01% | 505 |
|
2021
Q4 | – | Sell |
-1,559
| Closed | -$75.7K | – | 587 |
|
2021
Q3 | $75.7K | Sell |
1,559
-775
| -33% | -$37.6K | ﹤0.01% | 453 |
|
2021
Q2 | $118K | Hold |
2,334
| – | – | ﹤0.01% | 390 |
|
2021
Q1 | $106K | Sell |
2,334
-796
| -25% | -$36.2K | ﹤0.01% | 403 |
|
2020
Q4 | $146K | Sell |
3,130
-896
| -22% | -$41.8K | ﹤0.01% | 356 |
|
2020
Q3 | $192K | Hold |
4,026
| – | – | ﹤0.01% | 314 |
|
2020
Q2 | $208K | Hold |
4,026
| – | – | 0.01% | 305 |
|
2020
Q1 | $192K | Buy |
4,026
+896
| +29% | +$42.8K | 0.01% | 296 |
|
2019
Q4 | $185K | Sell |
3,130
-160
| -5% | -$9.47K | ﹤0.01% | 343 |
|
2019
Q3 | $177K | Buy |
3,290
+980
| +42% | +$52.7K | ﹤0.01% | 341 |
|
2019
Q2 | $117K | Hold |
2,310
| – | – | ﹤0.01% | 310 |
|
2019
Q1 | $123K | Sell |
2,310
-1,696
| -42% | -$90K | ﹤0.01% | 291 |
|
2018
Q4 | $194K | Hold |
4,006
| – | – | 0.01% | 252 |
|
2018
Q3 | $204K | Hold |
4,006
| – | – | 0.01% | 258 |
|
2018
Q2 | $204K | Sell |
4,006
-442
| -10% | -$22.6K | 0.01% | 251 |
|
2018
Q1 | $221K | Buy |
+4,448
| New | +$221K | 0.01% | 243 |
|