BWM
GILD icon

BerganKDV Wealth Management’s Gilead Sciences GILD Stock Holding History

BerganKDV Wealth Management’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$18.1K Sell
235
-205
-47% -$16.4K ﹤0.01% 499
2023
Q1 		$36.5K Buy
440
+130
+42% +$10.8K ﹤0.01% 428
2022
Q4 		$26.6K Hold
310
– – ﹤0.01% 459
2022
Q3 		$19K Sell
310
-219
-41% -$13.8K ﹤0.01% 498
2022
Q2 		$33K Hold
529
– – ﹤0.01% 429
2022
Q1 		$31K Sell
529
-142
-21% -$9.08K ﹤0.01% 459
2021
Q4 		$49K Buy
671
+1
+0.1% +$69 0.01% 425
2021
Q3 		$47K Buy
670
+2
+0.3% +$141 0.01% 409
2021
Q2 		$46K Buy
668
+2
+0.3% +$134 0.01% 398
2021
Q1 		$43K Sell
666
-2
-0.3% -$129 0.01% 388
2020
Q4 		$39K Sell
668
-547
-45% -$33K 0.01% 384
2020
Q3 		$77K Sell
1,215
-474
-28% -$32.9K 0.01% 291
2020
Q2 		$130K Buy
1,689
+50
+3% +$3.83K 0.02% 253
2020
Q1 		$123K Buy
1,639
+25
+2% +$1.73K 0.03% 238
2019
Q4 		$105K Sell
1,614
-141
-8% -$9.18K 0.02% 267
2019
Q3 		$111K Sell
1,755
-5,400
-75% -$353K 0.02% 250
2019
Q2 		$483K Buy
7,155
+286
+4% +$18.8K 0.1% 143
2019
Q1 		$447K Sell
6,869
-7,486
-52% -$498K 0.09% 138
2018
Q4 		$898K Sell
14,355
-2,177
-13% -$152K 0.21% 88
2018
Q3 		$1.28M Sell
16,532
-243
-1% -$18.4K 0.27% 69
2018
Q2 		$1.19M Buy
16,775
+1,434
+9% +$101K 0.27% 69
2018
Q1 		$1.16M Buy
15,341
+58
+0.4% +$4.61K 0.32% 67
2017
Q4 		$1.09M Sell
15,283
-309
-2% -$23.5K 0.26% 74
2017
Q3 		$1.26M Buy
15,592
+3,393
+28% +$259K 0.32% 63
2017
Q2 		$863K Buy
12,199
+20
+0.2% +$1.33K 0.25% 79
2017
Q1 		$827K Buy
12,179
+1,442
+13% +$101K 0.25% 81
2016
Q4 		$769K Buy
10,737
+1,950
+22% +$145K 0.26% 80
2016
Q3 		$695K Buy
8,787
+1,948
+28% +$158K 0.24% 78
2016
Q2 		$571K Buy
6,839
+1,121
+20% +$99.5K 0.24% 91
2016
Q1 		$525K Buy
+5,718
New +$516K 0.32% 80

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's GILD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Gilead Sciences (GILD) stake by 47% in Q2 2023, selling an estimated $16.4K and leaving 235 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

BerganKDV Wealth Management first reported a position in GILD in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.28M in Q3 2018. 1,701 funds tracked by Wall St. Rank hold GILD as of Q2 2023.

  • BerganKDV Wealth Management held 235 shares of Gilead Sciences worth $18.1K as of Q2 2023.
  • BerganKDV Wealth Management sold 205 Gilead Sciences shares in Q2 2023, an estimated $16.4K.
  • Gilead Sciences made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #499 holding.
  • BerganKDV Wealth Management first reported a position in Gilead Sciences in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's Gilead Sciences position peaked at $1.28M in Q3 2018.
  • 1,701 funds tracked by Wall St. Rank held Gilead Sciences as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.