JFS Wealth 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 | $121K | Sell |
3,155
-379
| -11% | -$14.6K | 0.01% | 344 |
|
|
2025
Q1 | $137K | Sell |
3,534
-27
| -0.8% | -$1.05K | 0.01% | 334 |
|
|
2024
Q4 | $120K | Sell |
3,561
-25,865
| -88% | -$875K | 0.01% | 341 |
|
|
2024
Q3 | $1.2M | Buy |
29,426
+27,502
| +1,429% | +$1.12M | 0.08% | 134 |
|
|
2024
Q2 | $74.1K | Buy |
1,924
+3
| +0.2% | +$116 | 0.01% | 364 |
|
|
2024
Q1 | $82.4K | Buy |
1,921
+16
| +0.8% | +$686 | 0.01% | 349 |
|
|
2023
Q4 | $70.6K | Buy |
1,905
+8
| +0.4% | +$296 | 0.01% | 358 |
|
|
2023
Q3 | $68.8K | Buy |
1,897
+548
| +41% | +$19.9K | 0.01% | 334 |
|
|
2023
Q2 | $48.1K | Sell |
1,349
-204
| -13% | -$7.27K | ﹤0.01% | 373 |
|
|
2023
Q1 | $55.3K | Buy |
1,553
+346
| +29% | +$12.3K | 0.01% | 357 |
|
|
2022
Q4 | $42.4K | Sell |
1,207
-571
| -32% | -$20.1K | ﹤0.01% | 388 |
|
|
2022
Q3 | $52K | Sell |
1,778
-269
| -13% | -$7.87K | 0.01% | 369 |
|
|
2022
Q2 | $111K | Sell |
2,047
-126
| -6% | -$6.83K | 0.01% | 273 |
|
|
2022
Q1 | $118K | Sell |
2,173
-531
| -20% | -$28.8K | 0.01% | 273 |
|
|
2021
Q4 | $149K | Buy |
2,704
+310
| +13% | +$17.1K | 0.01% | 257 |
|
|
2021
Q3 | $114K | Buy |
2,394
+899
| +60% | +$42.8K | 0.01% | 285 |
|
|
2021
Q2 | $74K | Hold |
1,495
| – | – | 0.01% | 243 |
|
|
2021
Q1 | $67K | Buy |
1,495
+160
| +12% | +$7.17K | 0.01% | 222 |
|
|
2020
Q4 | $61K | Hold |
1,335
| – | – | 0.01% | 228 |
|
|
2020
Q3 | $63K | Hold |
1,335
| – | – | 0.02% | 209 |
|
|
2020
Q2 | $68K | Sell |
1,335
-216
| -14% | -$11K | 0.02% | 209 |
|
|
2020
Q1 | $73K | Sell |
1,551
-80
| -5% | -$3.77K | 0.02% | 196 |
|
|
2019
Q4 | $96K | Hold |
1,631
| – | – | 0.02% | 198 |
|
|
2019
Q3 | $87K | Sell |
1,631
-211
| -11% | -$11.3K | 0.02% | 201 |
|
|
2019
Q2 | $92K | Hold |
1,842
| – | – | 0.02% | 192 |
|
|
2019
Q1 | $96K | Sell |
1,842
-45
| -2% | -$2.35K | 0.03% | 186 |
|
|
2018
Q4 | $90K | Sell |
1,887
-157
| -8% | -$7.49K | 0.02% | 184 |
|
|
2018
Q3 | $103K | Buy |
2,044
+157
| +8% | +$7.91K | 0.03% | 193 |
|
|
2018
Q2 | $95K | Hold |
1,887
| – | – | 0.03% | 201 |
|
|
2018
Q1 | $92K | Sell |
1,887
-296
| -14% | -$14.4K | 0.02% | 200 |
|
|
2017
Q4 | $97K | Sell |
2,183
-1,272
| -37% | -$56.5K | 0.02% | 199 |
|
|
2017
Q3 | $175K | Hold |
3,455
| – | – | 0.05% | 139 |
|
|
2017
Q2 | $186K | Sell |
3,455
-5
| -0.1% | -$269 | 0.05% | 123 |
|
|
2017
Q1 | $167K | Hold |
3,460
| – | – | 0.05% | 141 |
|
|
2016
Q4 | $167K | Sell |
3,460
-1,455
| -30% | -$70.2K | 0.05% | 141 |
|
|
2016
Q3 | $265K | Sell |
4,915
-230
| -4% | -$12.4K | 0.08% | 106 |
|
|
2016
Q2 | $279K | Sell |
5,145
-666
| -11% | -$36.1K | 0.08% | 132 |
|
|
2016
Q1 | $295K | Sell |
5,811
-660
| -10% | -$33.5K | 0.09% | 106 |
|
|
2015
Q4 | $326K | Sell |
6,471
-1,600
| -20% | -$80.6K | 0.09% | 104 |
|
|
2015
Q3 | $388K | Buy |
8,071
+1,624
| +25% | +$78.1K | 0.17% | 72 |
|
|
2015
Q2 | $336K | Hold |
6,447
| – | – | 0.17% | 66 |
|
|
2015
Q1 | $372K | Buy |
6,447
+113
| +2% | +$6.52K | 0.17% | 63 |
|
|
2014
Q4 | $338K | Sell |
6,334
-2,696
| -30% | -$144K | 0.05% | 64 |
|
|
2014
Q3 | $437K | Buy |
9,030
+2,856
| +46% | +$138K | 0.08% | 49 |
|
|
2014
Q2 | $413K | Buy |
6,174
+87
| +1% | +$5.82K | 0.08% | 51 |
|
|
2014
Q1 | $407K | Sell |
6,087
-312
| -5% | -$20.8K | 0.23% | 63 |
|
|
2013
Q4 | $427K | Sell |
6,399
-335
| -5% | -$22.4K | 0.19% | 80 |
|
|
2013
Q3 | $422K | Buy |
6,734
+455
| +7% | +$28.5K | 0.2% | 77 |
|
|
2013
Q2 | $392K | Buy |
+6,279
| New | +$392K | 0.2% | 66 |
|