Heritage Wealth Advisors’s Gilead Sciences GILD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Hold
2,254
0.01% 185
2025
Q1
$253K Sell
2,254
-60
-3% -$6.72K 0.01% 179
2024
Q4
$214K Hold
2,314
0.01% 196
2024
Q3
$194K Hold
2,314
0.01% 213
2024
Q2
$159K Sell
2,314
-150
-6% -$10.3K 0.01% 222
2024
Q1
$180K Hold
2,464
0.01% 223
2023
Q4
$200K Hold
2,464
0.01% 212
2023
Q3
$185K Hold
2,464
0.01% 207
2023
Q2
$190K Hold
2,464
0.01% 208
2023
Q1
$204K Hold
2,464
0.01% 202
2022
Q4
$212K Hold
2,464
0.01% 202
2022
Q3
$152K Hold
2,464
0.01% 221
2022
Q2
$152K Buy
2,464
+650
+36% +$40.1K 0.01% 228
2022
Q1
$108K Hold
1,814
0.01% 246
2021
Q4
$132K Hold
1,814
0.01% 238
2021
Q3
$127K Buy
1,814
+1,000
+123% +$69.9K 0.01% 231
2021
Q2
$56.1K Hold
814
﹤0.01% 317
2021
Q1
$52.6K Hold
814
﹤0.01% 326
2020
Q4
$47K Buy
+814
New +$47K ﹤0.01% 331
2020
Q3
Sell
-130
Closed -$10K 471
2020
Q2
$10K Buy
130
+105
+420% +$8.08K ﹤0.01% 382
2020
Q1
$1.87K Buy
+25
New +$1.87K ﹤0.01% 424
2019
Q3
Sell
-130
Closed -$8.78K 446
2019
Q2
$8.78K Sell
130
-193
-60% -$13K ﹤0.01% 401
2019
Q1
$21K Sell
323
-34,070
-99% -$2.21M ﹤0.01% 306
2018
Q4
$2.15M Sell
34,393
-2,032
-6% -$127K 0.42% 31
2018
Q3
$2.81M Buy
36,425
+7,694
+27% +$594K 0.55% 23
2018
Q2
$2.03M Sell
28,731
-786
-3% -$55.6K 0.76% 24
2018
Q1
$2.23M Buy
29,517
+2,994
+11% +$226K 0.93% 20
2017
Q4
$1.9M Buy
26,523
+642
+2% +$46.1K 0.81% 23
2017
Q3
$2.1M Buy
25,881
+1,228
+5% +$99.7K 1.06% 18
2017
Q2
$1.74M Buy
24,653
+40
+0.2% +$2.82K 0.9% 23
2017
Q1
$1.68M Buy
+24,613
New +$1.68M 0.9% 26