BHWA
Beacon Harbor Wealth Advisors’s Gilead Sciences GILD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-37,292
| Closed | -$3.44M | – | 83 |
|
|
2024
Q4 | $3.44M | Buy |
+37,292
| New | +$3.44M | 0.8% | 46 |
|
|
2024
Q1 | – | Sell |
-71,133
| Closed | -$5.76M | – | 77 |
|
|
2023
Q4 | $5.76M | Buy |
71,133
+1,586
| +2% | +$128K | 1.68% | 23 |
|
|
2023
Q3 | $5.21M | Buy |
69,547
+1,212
| +2% | +$90.8K | 1.74% | 20 |
|
|
2023
Q2 | $5.27M | Buy |
+68,335
| New | +$5.27M | 1.72% | 24 |
|
|
2022
Q1 | – | Sell |
-64,728
| Closed | -$4.7M | – | 74 |
|
|
2021
Q4 | $4.7M | Sell |
64,728
-165
| -0.3% | -$12K | 1.56% | 30 |
|
|
2021
Q3 | $4.53M | Buy |
64,893
+1,343
| +2% | +$93.8K | 1.61% | 21 |
|
|
2021
Q2 | $4.38M | Buy |
63,550
+5,200
| +9% | +$358K | 1.57% | 25 |
|
|
2021
Q1 | $3.77M | Buy |
58,350
+6,357
| +12% | +$411K | 1.5% | 35 |
|
|
2020
Q4 | $3.03M | Buy |
51,993
+3,906
| +8% | +$228K | 1.24% | 40 |
|
|
2020
Q3 | $3.04M | Sell |
48,087
-4,673
| -9% | -$295K | 1.48% | 28 |
|
|
2020
Q2 | $4.06M | Buy |
52,760
+3,210
| +6% | +$247K | 2.33% | 9 |
|
|
2020
Q1 | $3.7M | Buy |
49,550
+17,579
| +55% | +$1.31M | 2.8% | 7 |
|
|
2019
Q4 | $2.08M | Buy |
31,971
+519
| +2% | +$33.7K | 1.23% | 42 |
|
|
2019
Q3 | $2.05M | Buy |
31,452
+1,646
| +6% | +$107K | 1.31% | 35 |
|
|
2019
Q2 | $2.01M | Buy |
+29,806
| New | +$2.01M | 1.85% | 23 |
|