Institute for Wealth Management’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
$820K Buy
7,399
+82
+1% +$9.09K 0.09% 228
2025
Q1
$820K Sell
7,317
-40
-0.5% -$4.48K 0.11% 216
2024
Q4
$680K Sell
7,357
-100
-1% -$9.24K 0.09% 236
2024
Q3
$625K Sell
7,457
-94
-1% -$7.88K 0.08% 251
2024
Q2
$518K Buy
7,551
+142
+2% +$9.74K 0.07% 271
2024
Q1
$543K Sell
7,409
-24
-0.3% -$1.76K 0.07% 271
2023
Q4
$602K Hold
7,433
0.1% 231
2023
Q3
$557K Hold
7,433
0.1% 234
2023
Q2
$573K Sell
7,433
-25
-0.3% -$1.93K 0.1% 227
2023
Q1
$619K Sell
7,458
-111
-1% -$9.21K 0.12% 216
2022
Q4
$650K Sell
7,569
-400
-5% -$34.3K 0.14% 200
2022
Q3
$492K Sell
7,969
-7,024
-47% -$434K 0.11% 238
2022
Q2
$927K Sell
14,993
-80
-0.5% -$4.95K 0.18% 143
2022
Q1
$896K Buy
15,073
+7,050
+88% +$419K 0.15% 177
2021
Q4
$583K Buy
8,023
+367
+5% +$26.7K 0.1% 255
2021
Q3
$535K Hold
7,656
0.09% 256
2021
Q2
$527K Sell
7,656
-6
-0.1% -$413 0.09% 265
2021
Q1
$495K Sell
7,662
-278
-4% -$18K 0.09% 264
2020
Q4
$463K Sell
7,940
-2,925
-27% -$171K 0.09% 263
2020
Q3
$687K Sell
10,865
-230
-2% -$14.5K 0.16% 164
2020
Q2
$854K Sell
11,095
-79
-0.7% -$6.08K 0.21% 129
2020
Q1
$835K Buy
11,174
+70
+0.6% +$5.23K 0.26% 104
2019
Q4
$722K Buy
11,104
+145
+1% +$9.43K 0.16% 183
2019
Q3
$695K Buy
10,959
+652
+6% +$41.3K 0.18% 173
2019
Q2
$696K Sell
10,307
-174
-2% -$11.8K 0.15% 204
2019
Q1
$682K Buy
+10,481
New +$682K 0.15% 189
2018
Q4
Sell
-12,762
Closed -$975K 291
2018
Q3
$975K Sell
12,762
-3,370
-21% -$257K 0.33% 103
2018
Q2
$1.15M Buy
16,132
+430
+3% +$30.6K 0.37% 92
2018
Q1
$1.12M Buy
15,702
+3,266
+26% +$233K 0.33% 105
2017
Q4
$899K Sell
12,436
-452
-4% -$32.7K 0.21% 148
2017
Q3
$1.04M Sell
12,888
-674
-5% -$54.3K 0.34% 98
2017
Q2
$968K Buy
+13,562
New +$968K 0.27% 123