J.W. Cole Advisors’s GSK GSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $542K | Buy |
14,112
+2,344
| +20% | +$90K | 0.01% | 887 |
|
2025
Q1 | $456K | Buy |
+11,768
| New | +$456K | 0.01% | 793 |
|
2024
Q4 | – | Sell |
-5,905
| Closed | -$241K | – | 977 |
|
2024
Q3 | $241K | Buy |
5,905
+3
| +0.1% | +$123 | 0.01% | 840 |
|
2024
Q2 | $227K | Sell |
5,902
-195
| -3% | -$7.51K | 0.01% | 799 |
|
2024
Q1 | $261K | Buy |
6,097
+271
| +5% | +$11.6K | 0.01% | 741 |
|
2023
Q4 | $216K | Buy |
5,826
+142
| +2% | +$5.26K | 0.01% | 741 |
|
2023
Q3 | $206K | Sell |
5,684
-348
| -6% | -$12.6K | 0.02% | 676 |
|
2023
Q2 | $215K | Sell |
6,032
-468
| -7% | -$16.7K | 0.02% | 679 |
|
2023
Q1 | $231K | Buy |
+6,500
| New | +$231K | 0.02% | 684 |
|
2022
Q4 | – | Sell |
-9,795
| Closed | -$288K | – | 751 |
|
2022
Q3 | $288K | Buy |
9,795
+3,641
| +59% | +$107K | 0.02% | 553 |
|
2022
Q2 | $335K | Sell |
6,154
-2,365
| -28% | -$129K | 0.03% | 517 |
|
2022
Q1 | $464K | Buy |
8,519
+1,581
| +23% | +$86.1K | 0.03% | 474 |
|
2021
Q4 | $382K | Buy |
6,938
+1,248
| +22% | +$68.7K | 0.02% | 563 |
|
2021
Q3 | $272K | Sell |
5,690
-662
| -10% | -$31.6K | 0.02% | 376 |
|
2021
Q2 | $316K | Buy |
6,352
+131
| +2% | +$6.52K | 0.02% | 569 |
|
2021
Q1 | $278K | Buy |
6,221
+743
| +14% | +$33.2K | 0.03% | 537 |
|
2020
Q4 | $252K | Sell |
5,478
-10,052
| -65% | -$462K | 0.03% | 525 |
|
2020
Q3 | $731K | Sell |
15,530
-1,718
| -10% | -$80.9K | 0.06% | 328 |
|
2020
Q2 | $879K | Buy |
17,248
+6,970
| +68% | +$355K | 0.13% | 174 |
|
2020
Q1 | $487K | Sell |
10,278
-6,747
| -40% | -$320K | 0.94% | 31 |
|
2019
Q4 | $1M | Buy |
+17,025
| New | +$1M | 0.13% | 186 |
|