Gleason Group’s GSK GSK Stock Holding History

Gleason Group’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.83K	Buy	+73	New	+$3.86K	﹤0.01%	366
2023 Q4	–	Sell	-12,217	Closed	-$443K	–	226
2023 Q3	$443K	Buy	12,217 +123	+1%	+$4.37K	0.12%	49
2023 Q2	$431K	Buy	12,094 +106	+0.9%	+$3.8K	0.11%	53
2023 Q1	$427K	Buy	11,988 +110	+0.9%	+$3.85K	0.12%	52
2022 Q4	$417K	Buy	11,878 +140	+1%	+$4.66K	0.13%	53
2022 Q3	$345K	Buy	11,738 +90	+0.8%	+$3.41K	0.12%	48
2022 Q2	$634K	Buy	11,648 +148	+1%	+$8.17K	0.22%	39
2022 Q1	$626K	Buy	11,500 +127	+1%	+$6.9K	0.19%	40
2021 Q4	$627K	Buy	11,373 +147	+1%	+$7.65K	0.2%	42
2021 Q3	$536K	Buy	11,226 +144	+1%	+$7.23K	0.19%	47
2021 Q2	$552K	Buy	11,082 +188	+2%	+$9.03K	0.2%	44
2021 Q1	$486K	Buy	10,894 +1,327	+14%	+$60.2K	0.19%	45
2020 Q4	$440K	Buy	9,567 +121	+1%	+$5.56K	0.21%	45
2020 Q3	$444K	Buy	9,446 +109	+1%	+$5.46K	0.26%	44
2020 Q2	$476K	Buy	9,337 +133	+1%	+$6.82K	0.29%	38
2020 Q1	$436K	Buy	9,204 +96	+1%	+$5.12K	0.35%	35
2019 Q4	$535K	Buy	+9,108	New	+$507K	0.32%	39

Other funds holding GSK

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return