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CWM
Congress Wealth Management’s
Gilead Sciences
GILD
Stock Holding History
Congress Wealth Management’s Portfolio
GILD Stock Details
GILD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$11.2M
Buy
100,734
+76,119
+309%
+$8.1M
0.11%
227
2025
Q1
$2.74M
Sell
24,615
-103
-0.4%
-$10.6K
0.03%
433
2024
Q4
$2.28M
Sell
24,718
-45,890
-65%
-$4.13M
0.03%
391
2024
Q3
$5.92M
Buy
70,608
+41,757
+145%
+$3.19M
0.08%
270
2024
Q2
$1.98M
Buy
28,851
+23,531
+442%
+$1.57M
0.03%
359
2024
Q1
$390K
Sell
5,320
-652
-11%
-$50.1K
0.01%
477
2023
Q4
$484K
Buy
5,972
+371
+7%
+$28.9K
0.01%
470
2023
Q3
$420K
Buy
5,601
+1,204
+27%
+$92.6K
0.01%
478
2023
Q2
$339K
Buy
4,397
+61
+1%
+$4.87K
0.01%
468
2023
Q1
$360K
Sell
4,336
-131
-3%
-$10.8K
0.01%
460
2022
Q4
$384K
Buy
4,467
+196
+5%
+$15.5K
0.01%
444
2022
Q3
$264K
Sell
4,271
-1
-0%
-$63
0.01%
486
2022
Q2
$264K
Sell
4,272
-276
-6%
-$17.1K
0.01%
494
2022
Q1
$270K
Sell
4,548
-1,230
-21%
-$78.6K
0.01%
531
2021
Q4
$419K
Buy
+5,778
New
+$398K
0.01%
488
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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