CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,128
| Closed | -$216K | – | 137 |
|
|
2022
Q4 | $216K | Sell |
6,128
-805
| -12% | -$28.4K | 0.1% | 128 |
|
|
2022
Q3 | $221K | Sell |
6,933
-2,085
| -23% | -$66.5K | 0.1% | 117 |
|
|
2022
Q2 | $382K | Sell |
9,018
-149
| -2% | -$6.31K | 0.18% | 100 |
|
|
2022
Q1 | $428K | Sell |
9,167
-454
| -5% | -$21.2K | 0.18% | 100 |
|
|
2021
Q4 | $427K | Sell |
9,621
-791
| -8% | -$35.1K | 0.18% | 98 |
|
|
2021
Q3 | $445K | Sell |
10,412
-97
| -0.9% | -$4.15K | 0.18% | 99 |
|
|
2021
Q2 | $419K | Sell |
10,509
-797
| -7% | -$31.8K | 0.18% | 97 |
|
|
2021
Q1 | $427K | Sell |
11,306
-1,448
| -11% | -$54.7K | 0.19% | 95 |
|
|
2020
Q4 | $492K | Sell |
12,754
-954
| -7% | -$36.8K | 0.24% | 83 |
|
|
2020
Q3 | $537K | Buy |
13,708
+2,127
| +18% | +$83.3K | 0.28% | 78 |
|
|
2020
Q2 | $470K | Sell |
11,581
-55
| -0.5% | -$2.23K | 0.27% | 77 |
|
|
2020
Q1 | $487K | Buy |
11,636
+477
| +4% | +$20K | 0.3% | 74 |
|
|
2019
Q4 | $519K | Sell |
11,159
-118
| -1% | -$5.49K | 0.29% | 73 |
|
|
2019
Q3 | $476K | Sell |
11,277
-200
| -2% | -$8.44K | 0.29% | 72 |
|
|
2019
Q2 | $472K | Buy |
11,477
+3
| +0% | +$123 | 0.28% | 72 |
|
|
2019
Q1 | $479K | Sell |
11,474
-3,941
| -26% | -$165K | 0.3% | 68 |
|
|
2018
Q4 | $589K | Sell |
15,415
-3,169
| -17% | -$121K | 0.42% | 56 |
|
|
2018
Q3 | $746K | Sell |
18,584
-99
| -0.5% | -$3.97K | 0.46% | 54 |
|
|
2018
Q2 | $748K | Sell |
18,683
-748
| -4% | -$29.9K | 0.48% | 52 |
|
|
2018
Q1 | $765K | Sell |
19,431
-1,644
| -8% | -$64.7K | 0.51% | 51 |
|
|
2017
Q4 | $747K | Sell |
21,075
-6,470
| -23% | -$229K | 0.47% | 55 |
|
|
2017
Q3 | $1.12M | Buy |
27,545
+643
| +2% | +$26.1K | 0.71% | 41 |
|
|
2017
Q2 | $1.16M | Buy |
26,902
+4
| +0% | +$172 | 0.79% | 36 |
|
|
2017
Q1 | $1.13M | Sell |
26,898
-18
| -0.1% | -$759 | 0.79% | 35 |
|
|
2016
Q4 | $1.04M | Sell |
26,916
-2,843
| -10% | -$109K | 0.75% | 34 |
|
|
2016
Q3 | $1.28M | Sell |
29,759
-1,139
| -4% | -$49.1K | 1% | 26 |
|
|
2016
Q2 | $1.34M | Sell |
30,898
-97
| -0.3% | -$4.2K | 1.06% | 26 |
|
|
2016
Q1 | $1.26M | Buy |
30,995
+60
| +0.2% | +$2.43K | 1.02% | 29 |
|
|
2015
Q4 | $1.25M | Sell |
30,935
-2,683
| -8% | -$109K | 1.07% | 30 |
|
|
2015
Q3 | $1.29M | Sell |
33,618
-138
| -0.4% | -$5.3K | 1.26% | 28 |
|
|
2015
Q2 | $1.42M | Buy |
33,756
+1,206
| +4% | +$50.8K | 1.33% | 26 |
|
|
2015
Q1 | $1.5M | Buy |
32,550
+150
| +0.5% | +$6.92K | 1.5% | 25 |
|
|
2014
Q4 | $1.38M | Sell |
32,400
-6,800
| -17% | -$290K | 1.22% | 23 |
|
|
2014
Q3 | $1.8M | Buy |
39,200
+24,206
| +161% | +$1.11M | 2.07% | 13 |
|
|
2014
Q2 | $801K | Buy |
+14,994
| New | +$801K | 1.03% | 31 |
|