IFWM
Institute for Wealth Management’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,683
| Closed | -$200K | – | 454 |
|
|
2022
Q4 | $200K | Sell |
5,683
-1,175
| -17% | -$41.4K | 0.04% | 426 |
|
|
2022
Q3 | $203K | Buy |
+6,858
| New | +$203K | 0.05% | 417 |
|
|
2022
Q2 | – | Sell |
-9,112
| Closed | -$397K | – | 543 |
|
|
2022
Q1 | $397K | Sell |
9,112
-132
| -1% | -$5.75K | 0.06% | 338 |
|
|
2021
Q4 | $408K | Sell |
9,244
-201
| -2% | -$8.87K | 0.07% | 314 |
|
|
2021
Q3 | $361K | Sell |
9,445
-70
| -0.7% | -$2.68K | 0.06% | 333 |
|
|
2021
Q2 | $379K | Sell |
9,515
-1,584
| -14% | -$63.1K | 0.07% | 324 |
|
|
2021
Q1 | $396K | Sell |
11,099
-2,800
| -20% | -$99.9K | 0.08% | 306 |
|
|
2020
Q4 | $511K | Sell |
13,899
-2,363
| -15% | -$86.9K | 0.1% | 246 |
|
|
2020
Q3 | $612K | Sell |
16,262
-3,675
| -18% | -$138K | 0.14% | 193 |
|
|
2020
Q2 | $813K | Sell |
19,937
-1,446
| -7% | -$59K | 0.2% | 135 |
|
|
2020
Q1 | $810K | Sell |
21,383
-2,508
| -10% | -$95K | 0.25% | 106 |
|
|
2019
Q4 | $1.12M | Sell |
23,891
-902
| -4% | -$42.4K | 0.25% | 106 |
|
|
2019
Q3 | $1.06M | Sell |
24,793
-1,598
| -6% | -$68.2K | 0.27% | 103 |
|
|
2019
Q2 | $1.06M | Buy |
26,391
+9,857
| +60% | +$394K | 0.23% | 123 |
|
|
2019
Q1 | $691K | Sell |
16,534
-15,295
| -48% | -$639K | 0.15% | 185 |
|
|
2018
Q4 | $1.22M | Sell |
31,829
-68
| -0.2% | -$2.6K | 0.5% | 51 |
|
|
2018
Q3 | $1.29M | Sell |
31,897
-2,140
| -6% | -$86.7K | 0.44% | 80 |
|
|
2018
Q2 | $1.37M | Buy |
34,037
+3,225
| +10% | +$130K | 0.44% | 73 |
|
|
2018
Q1 | $1.23M | Buy |
30,812
+15,472
| +101% | +$620K | 0.36% | 90 |
|
|
2017
Q4 | $548K | Sell |
15,340
-2,000
| -12% | -$71.4K | 0.13% | 211 |
|
|
2017
Q3 | $703K | Buy |
17,340
+252
| +1% | +$10.2K | 0.23% | 151 |
|
|
2017
Q2 | $739K | Buy |
+17,088
| New | +$739K | 0.2% | 161 |
|