KMWM
Keudell/Morrison Wealth Management’s Gilead Sciences GILD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
4,919
-2,106
| -30% | -$233K | 0.12% | 114 |
|
|
2025
Q1 | $787K | Sell |
7,025
-1,165
| -14% | -$131K | 0.19% | 78 |
|
|
2024
Q4 | $757K | Sell |
8,190
-567
| -6% | -$52.4K | 0.2% | 81 |
|
|
2024
Q3 | $734K | Sell |
8,757
-107
| -1% | -$8.97K | 0.2% | 88 |
|
|
2024
Q2 | $608K | Buy |
8,864
+12
| +0.1% | +$823 | 0.18% | 98 |
|
|
2024
Q1 | $648K | Buy |
8,852
+1,794
| +25% | +$131K | 0.2% | 94 |
|
|
2023
Q4 | $572K | Sell |
7,058
-659
| -9% | -$53.4K | 0.19% | 96 |
|
|
2023
Q3 | $578K | Buy |
7,717
+664
| +9% | +$49.8K | 0.18% | 87 |
|
|
2023
Q2 | $544K | Sell |
7,053
-1,359
| -16% | -$105K | 0.16% | 98 |
|
|
2023
Q1 | $698K | Sell |
8,412
-3,622
| -30% | -$301K | 0.21% | 83 |
|
|
2022
Q4 | $1.03M | Sell |
12,034
-1,577
| -12% | -$135K | 0.33% | 53 |
|
|
2022
Q3 | $840K | Buy |
13,611
+185
| +1% | +$11.4K | 0.31% | 61 |
|
|
2022
Q2 | $830K | Buy |
13,426
+1,559
| +13% | +$96.4K | 0.3% | 70 |
|
|
2022
Q1 | $705K | Buy |
11,867
+2,435
| +26% | +$145K | 0.29% | 79 |
|
|
2021
Q4 | $685K | Sell |
9,432
-1,295
| -12% | -$94.1K | 0.27% | 79 |
|
|
2021
Q3 | $749K | Buy |
10,727
+458
| +4% | +$32K | 0.32% | 75 |
|
|
2021
Q2 | $707K | Buy |
10,269
+220
| +2% | +$15.1K | 0.39% | 76 |
|
|
2021
Q1 | $649K | Buy |
10,049
+1,007
| +11% | +$65K | 0.38% | 78 |
|
|
2020
Q4 | $527K | Buy |
9,042
+1,380
| +18% | +$80.4K | 0.33% | 87 |
|
|
2020
Q3 | $484K | Buy |
7,662
+3,113
| +68% | +$197K | 0.31% | 84 |
|
|
2020
Q2 | $350K | Sell |
4,549
-4,203
| -48% | -$323K | 0.29% | 98 |
|
|
2020
Q1 | $654K | Buy |
8,752
+120
| +1% | +$8.97K | 0.64% | 57 |
|
|
2019
Q4 | $561K | Buy |
8,632
+888
| +11% | +$57.7K | 0.39% | 76 |
|
|
2019
Q3 | $491K | Buy |
7,744
+2,172
| +39% | +$138K | 0.41% | 77 |
|
|
2019
Q2 | $356K | Buy |
5,572
+2,488
| +81% | +$159K | 0.31% | 90 |
|
|
2019
Q1 | $200K | Buy |
+3,084
| New | +$200K | 0.18% | 129 |
|