BWM
BerganKDV Wealth Management’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $20K | Sell |
560
-220
| -28% | -$7.84K | ﹤0.01% | 485 |
|
|
2023
Q1 | $27.8K | Hold |
780
| – | – | ﹤0.01% | 469 |
|
|
2022
Q4 | $27.4K | Hold |
780
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $23K | Sell |
780
-771
| -50% | -$22.7K | ﹤0.01% | 473 |
|
|
2022
Q2 | $68K | Hold |
1,551
| – | – | 0.01% | 353 |
|
|
2022
Q1 | $68K | Sell |
1,551
-100
| -6% | -$4.38K | 0.01% | 359 |
|
|
2021
Q4 | $73K | Buy |
1,651
+100
| +6% | +$4.42K | 0.01% | 372 |
|
|
2021
Q3 | $59K | Hold |
1,551
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $62K | Hold |
1,551
| – | – | 0.01% | 361 |
|
|
2021
Q1 | $55K | Hold |
1,551
| – | – | 0.01% | 360 |
|
|
2020
Q4 | $57K | Buy |
1,551
+51
| +3% | +$1.87K | 0.01% | 337 |
|
|
2020
Q3 | $56K | Hold |
1,500
| – | – | 0.01% | 325 |
|
|
2020
Q2 | $61K | Sell |
1,500
-51
| -3% | -$2.07K | 0.01% | 331 |
|
|
2020
Q1 | $59K | Hold |
1,551
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $73K | Buy |
1,551
+51
| +3% | +$2.4K | 0.01% | 307 |
|
|
2019
Q3 | $64K | Sell |
1,500
-500
| -25% | -$21.3K | 0.01% | 306 |
|
|
2019
Q2 | $80K | Sell |
2,000
-300
| -13% | -$12K | 0.02% | 284 |
|
|
2019
Q1 | $96K | Hold |
2,300
| – | – | 0.02% | 285 |
|
|
2018
Q4 | $88K | Hold |
2,300
| – | – | 0.02% | 251 |
|
|
2018
Q3 | $92K | Sell |
2,300
-100
| -4% | -$4K | 0.02% | 260 |
|
|
2018
Q2 | $97K | Buy |
+2,400
| New | +$97K | 0.02% | 251 |
|