BWA

Burt Wealth Advisors’s Gilead Sciences GILD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,800	Closed	-$202K	–	118
2025 Q1	$202K	Buy	+1,800	New	+$202K	0.05%	109
2023 Q3	–	Sell	-3,204	Closed	-$247K	–	104
2023 Q2	$247K	Hold	3,204	–	–	0.07%	93
2023 Q1	$266K	Buy	3,204 +50	+2%	+$4.15K	0.08%	90
2022 Q4	$271K	Buy	+3,154	New	+$271K	0.09%	88
2021 Q1	–	Sell	-2,669	Closed	-$155K	–	193
2020 Q4	$155K	Hold	2,669	–	–	0.05%	100
2020 Q3	$169K	Hold	2,669	–	–	0.06%	93
2020 Q2	$205K	Hold	2,669	–	–	0.08%	77
2020 Q1	$200K	Hold	2,669	–	–	0.09%	75
2019 Q4	$173K	Hold	2,669	–	–	0.07%	90
2019 Q3	$169K	Hold	2,669	–	–	0.07%	93
2019 Q2	$180K	Hold	2,669	–	–	0.08%	88
2019 Q1	$174K	Hold	2,669	–	–	0.08%	91
2018 Q4	$167K	Hold	2,669	–	–	0.08%	90
2018 Q3	$206K	Hold	2,669	–	–	0.09%	82
2018 Q2	$189K	Hold	2,669	–	–	0.09%	82
2018 Q1	$201K	Hold	2,669	–	–	0.1%	73
2017 Q4	$191K	Hold	2,669	–	–	0.12%	75
2017 Q3	$216K	Hold	2,669	–	–	0.14%	64
2017 Q2	$188K	Hold	2,669	–	–	0.13%	70
2017 Q1	$181K	Sell	2,669 -250	-9%	-$17K	0.13%	68
2016 Q4	$209K	Buy	2,919 +829	+40%	+$59.4K	0.19%	65
2016 Q3	$165K	Hold	2,090	–	–	0.18%	70
2016 Q2	$174K	Sell	2,090 -27	-1%	-$2.25K	0.19%	63
2016 Q1	$194K	Buy	2,117 +27	+1%	+$2.47K	0.18%	61
2015 Q4	$211K	Hold	2,090	–	–	0.17%	61
2015 Q3	$205K	Sell	2,090 -94	-4%	-$9.22K	0.26%	52
2015 Q2	$25K	Hold	2,184	–	–	0.03%	186
2015 Q1	$214K	Hold	2,184	–	–	0.22%	51
2014 Q4	$216K	Buy	+2,184	New	+$216K	0.23%	52