EP Wealth Advisors’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
7,559
-16
| -0.2% | -$614 | ﹤0.01% | 1037 |
|
|
2025
Q1 | $293K | Sell |
7,575
-1,999
| -21% | -$77.4K | ﹤0.01% | 919 |
|
|
2024
Q4 | $324K | Sell |
9,574
-2,031
| -18% | -$68.7K | ﹤0.01% | 842 |
|
|
2024
Q3 | $474K | Buy |
11,605
+1,490
| +15% | +$60.9K | ﹤0.01% | 708 |
|
|
2024
Q2 | $389K | Sell |
10,115
-3,731
| -27% | -$144K | ﹤0.01% | 592 |
|
|
2024
Q1 | $594K | Buy |
13,846
+2,755
| +25% | +$118K | 0.01% | 481 |
|
|
2023
Q4 | $411K | Sell |
11,091
-4,355
| -28% | -$161K | 0.01% | 533 |
|
|
2023
Q3 | $560K | Buy |
15,446
+8,834
| +134% | +$320K | 0.01% | 441 |
|
|
2023
Q2 | $494K | Sell |
6,612
-33,938
| -84% | -$2.53M | 0.01% | 467 |
|
|
2023
Q1 | $47K | Buy |
40,550
+31,315
| +339% | +$36.3K | ﹤0.01% | 607 |
|
|
2022
Q4 | $325K | Sell |
9,235
-1,320
| -13% | -$46.4K | 0.01% | 457 |
|
|
2022
Q3 | $311K | Buy |
+10,555
| New | +$311K | 0.01% | 300 |
|
|
2022
Q2 | – | Sell |
-4,163
| Closed | -$227K | – | 662 |
|
|
2022
Q1 | $227K | Sell |
4,163
-248
| -6% | -$13.5K | 0.01% | 546 |
|
|
2021
Q4 | $243K | Sell |
4,411
-1,631
| -27% | -$89.9K | 0.01% | 497 |
|
|
2021
Q3 | $289K | Buy |
6,042
+1,967
| +48% | +$94.1K | 0.01% | 440 |
|
|
2021
Q2 | $203K | Buy |
+4,075
| New | +$203K | 0.01% | 514 |
|
|
2021
Q1 | – | Sell |
-5,758
| Closed | -$265K | – | 500 |
|
|
2020
Q4 | $265K | Sell |
5,758
-963
| -14% | -$44.3K | 0.01% | 366 |
|
|
2020
Q3 | $316K | Sell |
6,721
-628
| -9% | -$29.5K | 0.01% | 286 |
|
|
2020
Q2 | $375K | Sell |
7,349
-3,318
| -31% | -$169K | 0.02% | 283 |
|
|
2020
Q1 | $505K | Sell |
10,667
-111
| -1% | -$5.26K | 0.02% | 251 |
|
|
2019
Q4 | $633K | Sell |
10,778
-1,549
| -13% | -$91K | 0.03% | 246 |
|
|
2019
Q3 | $658K | Buy |
12,327
+945
| +8% | +$50.4K | 0.03% | 204 |
|
|
2019
Q2 | $569K | Buy |
+11,382
| New | +$569K | 0.04% | 184 |
|