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LWM Advisory Services’s Gilead Sciences GILD Stock Holding History

LWM Advisory Services’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,632
Closed -$244K – 101
2022
Q3 		$244K Buy
+3,632
New +$229K 0.28% 98

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Fidelity Investments
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LWM Advisory Services's GILD Position: Q4 2022 in Review

LWM Advisory Services sold out of Gilead Sciences (GILD) in Q4 2022, closing a stake of 3,632 shares — an estimated $244K sold.

LWM Advisory Services first reported a position in GILD in Q3 2022 and held it in 1 quarter. The position peaked at $244K in Q3 2022. 1,767 funds tracked by Wall St. Rank hold GILD as of Q4 2022.

  • LWM Advisory Services reported no remaining Gilead Sciences position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 3,632 Gilead Sciences shares in Q4 2022, an estimated $244K.
  • LWM Advisory Services first reported a position in Gilead Sciences in Q3 2022 and held it in 1 quarter.
  • LWM Advisory Services's Gilead Sciences position peaked at $244K in Q3 2022.
  • 1,767 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.