Beta Wealth Group’s Gilead Sciences GILD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$656K Sell
5,916
-1,612
-21% -$179K 0.24% 51
2025
Q1
$844K Sell
7,528
-95
-1% -$10.6K 0.3% 43
2024
Q4
$704K Buy
7,623
+102
+1% +$9.42K 0.31% 50
2024
Q3
$631K Buy
7,521
+802
+12% +$67.2K 0.28% 60
2024
Q2
$47K Buy
6,719
+193
+3% +$1.35K 0.02% 102
2024
Q1
$478K Buy
6,526
+216
+3% +$15.8K 0.23% 68
2023
Q4
$511K Sell
6,310
-96
-1% -$7.78K 0.27% 60
2023
Q3
$480K Buy
6,406
+105
+2% +$7.87K 0.28% 64
2023
Q2
$486K Buy
6,301
+1,501
+31% +$116K 0.28% 63
2023
Q1
$398K Buy
+4,800
New +$398K 0.23% 66
2022
Q4
Sell
-4,100
Closed -$252K 99
2022
Q3
$252K Buy
4,100
+200
+5% +$12.3K 0.18% 77
2022
Q2
$241K Buy
3,900
+300
+8% +$18.5K 0.16% 75
2022
Q1
$214K Buy
+3,600
New +$214K 0.14% 89