Mark Sheptoff Financial Planning’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65K | Buy |
+121
| New | +$4.65K | ﹤0.01% | 403 |
|
|
2022
Q2 | – | Sell |
-306
| Closed | -$17K | – | 402 |
|
|
2022
Q1 | $17K | Hold |
306
| – | – | 0.01% | 258 |
|
|
2021
Q4 | $17K | Buy |
306
+66
| +28% | +$3.67K | 0.01% | 269 |
|
|
2021
Q3 | $11K | Hold |
240
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $12K | Hold |
240
| – | – | 0.01% | 314 |
|
|
2021
Q1 | $11K | Sell |
240
-480
| -67% | -$22K | 0.01% | 283 |
|
|
2020
Q4 | $33K | Hold |
720
| – | – | 0.02% | 186 |
|
|
2020
Q3 | $34K | Buy |
720
+160
| +29% | +$7.56K | 0.02% | 163 |
|
|
2020
Q2 | $29K | Buy |
560
+160
| +40% | +$8.29K | 0.02% | 176 |
|
|
2020
Q1 | $19K | Hold |
400
| – | – | 0.01% | 181 |
|
|
2019
Q4 | $23K | Hold |
400
| – | – | 0.01% | 204 |
|
|
2019
Q3 | $21K | Sell |
400
-560
| -58% | -$29.4K | 0.01% | 206 |
|
|
2019
Q2 | $48K | Hold |
960
| – | – | 0.03% | 158 |
|
|
2019
Q1 | $50K | Sell |
960
-160
| -14% | -$8.33K | 0.04% | 152 |
|
|
2018
Q4 | $53K | Hold |
1,120
| – | – | 0.04% | 130 |
|
|
2018
Q3 | $56K | Buy |
1,120
+720
| +180% | +$36K | 0.04% | 153 |
|
|
2018
Q2 | $20K | Hold |
400
| – | – | 0.01% | 224 |
|
|
2018
Q1 | $20K | Buy |
400
+320
| +400% | +$16K | 0.01% | 234 |
|
|
2017
Q4 | $4K | Sell |
80
-3,720
| -98% | -$186K | ﹤0.01% | 331 |
|
|
2017
Q3 | $193K | Sell |
3,800
-720
| -16% | -$36.6K | 0.13% | 111 |
|
|
2017
Q2 | $244K | Sell |
4,520
-81
| -2% | -$4.37K | 0.17% | 98 |
|
|
2017
Q1 | $242K | Sell |
4,601
-3,919
| -46% | -$206K | 0.17% | 91 |
|
|
2016
Q4 | $410K | Sell |
8,520
-1,160
| -12% | -$55.8K | 0.3% | 71 |
|
|
2016
Q3 | $522K | Buy |
9,680
+6,240
| +181% | +$336K | 0.39% | 61 |
|
|
2016
Q2 | $186K | Hold |
3,440
| – | – | 0.14% | 95 |
|
|
2016
Q1 | $174K | Buy |
3,440
+3,280
| +2,050% | +$166K | 0.14% | 93 |
|
|
2015
Q4 | $8K | Hold |
160
| – | – | 0.01% | 282 |
|
|
2015
Q3 | $8K | Hold |
160
| – | – | 0.01% | 263 |
|
|
2015
Q2 | $8K | Hold |
160
| – | – | 0.01% | 284 |
|
|
2015
Q1 | $9K | Hold |
160
| – | – | 0.01% | 270 |
|
|
2014
Q4 | $9K | Hold |
160
| – | – | 0.01% | 266 |
|
|
2014
Q3 | $9K | Sell |
160
-1,200
| -88% | -$67.5K | 0.01% | 276 |
|
|
2014
Q2 | $91K | Hold |
1,360
| – | – | 0.08% | 146 |
|
|
2014
Q1 | $91K | Buy |
+1,360
| New | +$91K | 0.08% | 148 |
|