KFP
Keystone Financial Planning’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8M | Buy |
229,115
+222
| +0.1% | +$8.53K | 2.66% | 5 |
|
|
2025
Q1 | $8.87M | Buy |
228,893
+980
| +0.4% | +$38K | 2.64% | 7 |
|
|
2024
Q4 | $7.71M | Buy |
227,913
+221,853
| +3,661% | +$7.5M | 2.39% | 9 |
|
|
2024
Q3 | $248K | Buy |
+6,060
| New | +$248K | 0.08% | 46 |
|
|
2024
Q2 | – | Sell |
-38,378
| Closed | -$1.65M | – | 51 |
|
|
2024
Q1 | $1.65M | Sell |
38,378
-7,848
| -17% | -$336K | 0.53% | 32 |
|
|
2023
Q4 | $1.71M | Sell |
46,226
-2,931
| -6% | -$109K | 0.57% | 32 |
|
|
2023
Q3 | $1.78M | Sell |
49,157
-614
| -1% | -$22.3K | 0.62% | 32 |
|
|
2023
Q2 | $1.77M | Sell |
49,771
-213,211
| -81% | -$7.6M | 0.59% | 33 |
|
|
2023
Q1 | $9.36M | Sell |
262,982
-1,098
| -0.4% | -$39.1K | 3.18% | 2 |
|
|
2022
Q4 | $9.28M | Buy |
264,080
+1,210
| +0.5% | +$42.5K | 3.13% | 3 |
|
|
2022
Q3 | $7.74M | Buy |
262,870
+27,213
| +12% | +$801K | 2.97% | 5 |
|
|
2022
Q2 | $10.3M | Buy |
235,657
+1,745
| +0.7% | +$76K | 3.6% | 3 |
|
|
2022
Q1 | $10.2M | Buy |
233,912
+558
| +0.2% | +$24.3K | 3.41% | 3 |
|
|
2021
Q4 | $10.3M | Sell |
233,354
-4,337
| -2% | -$191K | 3.51% | 2 |
|
|
2021
Q3 | $9.08M | Buy |
237,691
+8,618
| +4% | +$329K | 3.3% | 6 |
|
|
2021
Q2 | $9.12M | Buy |
229,073
+4,519
| +2% | +$180K | 3.3% | 7 |
|
|
2021
Q1 | $8.01M | Buy |
224,554
+7,155
| +3% | +$255K | 2.99% | 12 |
|
|
2020
Q4 | $8M | Buy |
217,399
+23,521
| +12% | +$866K | 3.32% | 9 |
|
|
2020
Q3 | $7.3M | Buy |
193,878
+10,842
| +6% | +$408K | 3.53% | 8 |
|
|
2020
Q2 | $7.47M | Buy |
183,036
+7,503
| +4% | +$306K | 3.68% | 7 |
|
|
2020
Q1 | $6.65M | Buy |
175,533
+14,684
| +9% | +$556K | 3.81% | 5 |
|
|
2019
Q4 | $7.56M | Buy |
160,849
+1,275
| +0.8% | +$59.9K | 3.37% | 10 |
|
|
2019
Q3 | $6.81M | Buy |
159,574
+2,606
| +2% | +$111K | 3.25% | 13 |
|
|
2019
Q2 | $6.28M | Buy |
156,968
+980
| +0.6% | +$39.2K | 3.07% | 13 |
|
|
2019
Q1 | $6.52M | Buy |
155,988
+23,048
| +17% | +$963K | 3.22% | 14 |
|
|
2018
Q4 | $5.08M | Buy |
132,940
+829
| +0.6% | +$31.7K | 2.84% | 16 |
|
|
2018
Q3 | $5.31M | Buy |
132,111
+1,285
| +1% | +$51.6K | 2.71% | 21 |
|
|
2018
Q2 | $5.27M | Buy |
130,826
+306
| +0.2% | +$12.3K | 2.9% | 19 |
|
|
2018
Q1 | $5.1M | Buy |
130,520
+1,418
| +1% | +$55.4K | 2.84% | 18 |
|
|
2017
Q4 | $4.58M | Sell |
129,102
-4,114
| -3% | -$146K | 2.44% | 20 |
|
|
2017
Q3 | $5.41M | Buy |
133,216
+2,210
| +2% | +$89.7K | 3.07% | 15 |
|
|
2017
Q2 | $5.65M | Buy |
131,006
+1,514
| +1% | +$65.3K | 3.42% | 11 |
|
|
2017
Q1 | $5.46M | Buy |
129,492
+8,787
| +7% | +$370K | 3.39% | 10 |
|
|
2016
Q4 | $4.65M | Hold |
120,705
| – | – | 3.04% | 15 |
|
|
2016
Q3 | $5.21M | Buy |
120,705
+978
| +0.8% | +$42.2K | 3.42% | 10 |
|
|
2016
Q2 | $5.19M | Buy |
119,727
+1,965
| +2% | +$85.2K | 3.51% | 12 |
|
|
2016
Q1 | $4.78M | Buy |
117,762
+177
| +0.2% | +$7.18K | 3.42% | 12 |
|
|
2015
Q4 | $4.75M | Buy |
117,585
+122
| +0.1% | +$4.92K | 3.59% | 11 |
|
|
2015
Q3 | $4.52M | Buy |
117,463
+3,477
| +3% | +$134K | 3.65% | 12 |
|
|
2015
Q2 | $4.75M | Buy |
113,986
+3,718
| +3% | +$155K | 3.63% | 10 |
|
|
2015
Q1 | $5.09M | Buy |
110,268
+36,156
| +49% | +$1.67M | 3.87% | 6 |
|
|
2014
Q4 | $3.17M | Sell |
74,112
-226
| -0.3% | -$9.66K | 2.34% | 24 |
|
|
2014
Q3 | $3.42M | Buy |
74,338
+33
| +0% | +$1.52K | 2.58% | 23 |
|
|
2014
Q2 | $3.97M | Sell |
74,305
-614
| -0.8% | -$32.8K | 2.99% | 19 |
|
|
2014
Q1 | $4M | Buy |
74,919
+346
| +0.5% | +$18.5K | 3.1% | 19 |
|
|
2013
Q4 | $3.98M | Buy |
+74,573
| New | +$3.98M | 3.18% | 15 |
|