Circle Wealth Management’s Gilead Sciences GILD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,368
Closed -$203K 166
2022
Q4
$203K Buy
+2,368
New +$203K 0.03% 157
2021
Q1
Sell
-10,084
Closed -$587K 180
2020
Q4
$587K Sell
10,084
-67
-0.7% -$3.9K 0.08% 134
2020
Q3
$641K Sell
10,151
-1,792
-15% -$113K 0.11% 95
2020
Q2
$919K Sell
11,943
-2,083
-15% -$160K 0.16% 65
2020
Q1
$1.05M Buy
14,026
+458
+3% +$34.3K 0.2% 60
2019
Q4
$882K Sell
13,568
-1,351
-9% -$87.8K 0.15% 73
2019
Q3
$946K Sell
14,919
-2,993
-17% -$190K 0.2% 63
2019
Q2
$1.21M Buy
17,912
+976
+6% +$65.9K 0.26% 55
2019
Q1
$1.1M Buy
+16,936
New +$1.1M 0.25% 65