BWM
BigSur Wealth Management’s Gilead Sciences GILD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,870
| Closed | -$266K | – | 125 |
|
|
2021
Q2 | $266K | Hold |
3,870
| – | – | 0.12% | 102 |
|
|
2021
Q1 | $250K | Hold |
3,870
| – | – | 0.13% | 100 |
|
|
2020
Q4 | $225K | Hold |
3,870
| – | – | 0.13% | 92 |
|
|
2020
Q3 | $245K | Buy |
3,870
+370
| +11% | +$23.4K | 0.16% | 84 |
|
|
2020
Q2 | $269K | Sell |
3,500
-370
| -10% | -$28.4K | 0.19% | 80 |
|
|
2020
Q1 | $289K | Hold |
3,870
| – | – | 0.22% | 82 |
|
|
2019
Q4 | $251K | Sell |
3,870
-800
| -17% | -$51.9K | 0.14% | 95 |
|
|
2019
Q3 | $296K | Hold |
4,670
| – | – | 0.2% | 81 |
|
|
2019
Q2 | $317K | Hold |
4,670
| – | – | 0.22% | 79 |
|
|
2019
Q1 | $304K | Hold |
4,670
| – | – | 0.2% | 83 |
|
|
2018
Q4 | $292K | Hold |
4,670
| – | – | 0.21% | 76 |
|
|
2018
Q3 | $361K | Sell |
4,670
-500
| -10% | -$38.7K | 0.23% | 70 |
|
|
2018
Q2 | $366K | Hold |
5,170
| – | – | 0.27% | 68 |
|
|
2018
Q1 | $390K | Buy |
5,170
+370
| +8% | +$27.9K | 0.28% | 69 |
|
|
2017
Q4 | $344K | Buy |
+4,800
| New | +$344K | 0.34% | 64 |
|