IWM
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Iams Wealth Management’s Gilead Sciences GILD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.6M Sell
23,421
-759
-3% -$84.2K 1.19% 20
2025
Q1
$2.71M Sell
24,180
-3,630
-13% -$407K 1.24% 18
2024
Q4
$2.57M Sell
27,810
-2,360
-8% -$218K 1.17% 22
2024
Q3
$2.53M Buy
30,170
+809
+3% +$67.8K 1.24% 16
2024
Q2
$2.01M Buy
29,361
+8,752
+42% +$601K 1.1% 21
2024
Q1
$1.5M Buy
20,609
+167
+0.8% +$12.1K 0.92% 36
2023
Q4
$1.66M Sell
20,442
-1,105
-5% -$89.5K 1.07% 28
2023
Q3
$1.61M Buy
+21,547
New +$1.61M 1.12% 29
2023
Q2
Sell
-17,227
Closed -$1.4M 67
2023
Q1
$1.4M Buy
17,227
+6,145
+55% +$501K 1.17% 18
2022
Q4
$951K Buy
+11,082
New +$951K 0.97% 27