Montag & Associates’s Gilead Sciences GILD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
2,542
+142
| +6% | +$15.7K | 0.01% | 363 |
|
|
2025
Q1 | $269K | Hold |
2,400
| – | – | 0.01% | 382 |
|
|
2024
Q4 | $222K | Hold |
2,400
| – | – | 0.01% | 412 |
|
|
2024
Q3 | $201K | Hold |
2,400
| – | – | 0.01% | 424 |
|
|
2024
Q2 | $165K | Hold |
2,400
| – | – | 0.01% | 429 |
|
|
2024
Q1 | $176K | Sell |
2,400
-245
| -9% | -$17.9K | 0.01% | 429 |
|
|
2023
Q4 | $214K | Hold |
2,645
| – | – | 0.01% | 392 |
|
|
2023
Q3 | $198K | Hold |
2,645
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $204K | Hold |
2,645
| – | – | 0.01% | 388 |
|
|
2023
Q1 | $219K | Sell |
2,645
-125
| -5% | -$10.4K | 0.01% | 372 |
|
|
2022
Q4 | $238K | Buy |
2,770
+800
| +41% | +$68.7K | 0.02% | 343 |
|
|
2022
Q3 | $122K | Buy |
1,970
+1,000
| +103% | +$61.9K | 0.01% | 420 |
|
|
2022
Q2 | $60K | Hold |
970
| – | – | ﹤0.01% | 507 |
|
|
2022
Q1 | $58K | Hold |
970
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $70K | Hold |
970
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $68K | Hold |
970
| – | – | ﹤0.01% | 523 |
|
|
2021
Q2 | $67K | Hold |
970
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $63K | Hold |
970
| – | – | ﹤0.01% | 525 |
|
|
2020
Q4 | $57K | Buy |
+970
| New | +$57K | ﹤0.01% | 519 |
|
|
2020
Q3 | – | Sell |
-8,899
| Closed | -$685K | – | 310 |
|
|
2020
Q2 | $685K | Buy |
8,899
+724
| +9% | +$55.7K | 0.06% | 203 |
|
|
2020
Q1 | $611K | Buy |
+8,175
| New | +$611K | 0.06% | 204 |
|
|
2019
Q2 | – | Sell |
-3,299
| Closed | -$214K | – | 309 |
|
|
2019
Q1 | $214K | Sell |
3,299
-550
| -14% | -$35.7K | 0.02% | 288 |
|
|
2018
Q4 | $241K | Sell |
3,849
-6,030
| -61% | -$378K | 0.03% | 257 |
|
|
2018
Q3 | $763K | Sell |
9,879
-26,679
| -73% | -$2.06M | 0.07% | 201 |
|
|
2018
Q2 | $2.59M | Sell |
36,558
-3,328
| -8% | -$236K | 0.27% | 97 |
|
|
2018
Q1 | $3.01M | Sell |
39,886
-20,233
| -34% | -$1.53M | 0.31% | 89 |
|
|
2017
Q4 | $4.31M | Buy |
60,119
+11,036
| +22% | +$791K | 0.42% | 75 |
|
|
2017
Q3 | $3.98M | Buy |
+49,083
| New | +$3.98M | 0.43% | 68 |
|
|
2015
Q2 | – | Sell |
-14,375
| Closed | -$1.41M | – | 249 |
|
|
2015
Q1 | $1.41M | Sell |
14,375
-5,470
| -28% | -$537K | 0.2% | 128 |
|
|
2014
Q4 | $1.87M | Sell |
19,845
-250
| -1% | -$23.6K | 0.28% | 109 |
|
|
2014
Q3 | $2.14M | Sell |
20,095
-32,532
| -62% | -$3.46M | 0.35% | 91 |
|
|
2014
Q2 | $4.36M | Buy |
+52,627
| New | +$4.36M | 0.71% | 43 |
|