Kelleher Financial Advisors’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,387
| Closed | -$385K | – | 133 |
|
|
2024
Q4 | $385K | Buy |
11,387
+1,357
| +14% | +$45.9K | 0.15% | 82 |
|
|
2024
Q3 | $410K | Buy |
10,030
+96
| +1% | +$3.93K | 0.16% | 81 |
|
|
2024
Q2 | $382K | Hold |
9,934
| – | – | 0.16% | 84 |
|
|
2024
Q1 | $426K | Hold |
9,934
| – | – | 0.18% | 78 |
|
|
2023
Q4 | $368K | Sell |
9,934
-904
| -8% | -$33.5K | 0.17% | 73 |
|
|
2023
Q3 | $393K | Buy |
10,838
+105
| +1% | +$3.81K | 0.2% | 69 |
|
|
2023
Q2 | $383K | Buy |
10,733
+57
| +0.5% | +$2.03K | 0.22% | 75 |
|
|
2023
Q1 | $380K | Buy |
10,676
+41
| +0.4% | +$1.46K | 0.25% | 73 |
|
|
2022
Q4 | $374K | Buy |
10,635
+21
| +0.2% | +$738 | 0.28% | 62 |
|
|
2022
Q3 | $312K | Buy |
+10,614
| New | +$312K | 0.22% | 77 |
|