Lenox Wealth Management’s Gilead Sciences GILD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$955K Buy
12,414
+2,339
+23% +$180K 0.29% 68
2020
Q1
$753K Buy
10,075
+63
+0.6% +$4.71K 0.26% 64
2019
Q4
$651K Buy
10,012
+549
+6% +$35.7K 0.18% 88
2019
Q3
$599K Buy
9,463
+237
+3% +$15K 0.17% 84
2019
Q2
$623K Buy
9,226
+167
+2% +$11.3K 0.19% 82
2019
Q1
$589K Buy
9,059
+156
+2% +$10.1K 0.18% 88
2018
Q4
$557K Buy
8,903
+114
+1% +$7.13K 0.19% 83
2018
Q3
$679K Buy
8,789
+342
+4% +$26.4K 0.2% 99
2018
Q2
$598K Sell
8,447
-6
-0.1% -$425 0.19% 92
2018
Q1
$637K Sell
8,453
-2,683
-24% -$202K 0.21% 89
2017
Q4
$798K Buy
11,136
+744
+7% +$53.3K 0.24% 83
2017
Q3
$841K Buy
10,392
+423
+4% +$34.2K 0.29% 64
2017
Q2
$706K Buy
9,969
+4,266
+75% +$302K 0.29% 58
2017
Q1
$387K Buy
5,703
+5,358
+1,553% +$364K 0.28% 21
2016
Q4
$25K Sell
345
-240
-41% -$17.4K 0.02% 137
2016
Q3
$46K Hold
585
0.04% 105
2016
Q2
$49K Buy
585
+79
+16% +$6.62K 0.04% 105
2016
Q1
$46K Buy
506
+50
+11% +$4.55K 0.03% 110
2015
Q4
$46K Sell
456
-375
-45% -$37.8K 0.04% 113
2015
Q3
$82K Hold
831
0.07% 61
2015
Q2
$97K Buy
831
+17
+2% +$1.98K 0.07% 62
2015
Q1
$80K Hold
814
0.06% 66
2014
Q4
$76K Hold
814
0.05% 69
2014
Q3
$87K Hold
814
0.06% 71
2014
Q2
$67K Sell
814
-2,369
-74% -$195K 0.05% 75
2014
Q1
$226K Sell
3,183
-113
-3% -$8.02K 0.12% 33
2013
Q4
$248K Buy
+3,296
New +$248K 0.16% 38