Montag & Associates’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.6K | Hold |
2,410
| – | – | ﹤0.01% | 484 |
|
|
2025
Q1 | $94.3K | Buy |
2,410
+42
| +2% | +$1.64K | ﹤0.01% | 506 |
|
|
2024
Q4 | $80.9K | Sell |
2,368
-305
| -11% | -$10.4K | ﹤0.01% | 536 |
|
|
2024
Q3 | $110K | Hold |
2,673
| – | – | 0.01% | 492 |
|
|
2024
Q2 | $104K | Sell |
2,673
-240
| -8% | -$9.33K | 0.01% | 489 |
|
|
2024
Q1 | $126K | Hold |
2,913
| – | – | 0.01% | 464 |
|
|
2023
Q4 | $109K | Sell |
2,913
-800
| -22% | -$30K | 0.01% | 464 |
|
|
2023
Q3 | $135K | Buy |
3,713
+35
| +1% | +$1.28K | 0.01% | 430 |
|
|
2023
Q2 | $132K | Hold |
3,678
| – | – | 0.01% | 441 |
|
|
2023
Q1 | $132K | Sell |
3,678
-960
| -21% | -$34.6K | 0.01% | 434 |
|
|
2022
Q4 | $165K | Buy |
4,638
+274
| +6% | +$9.72K | 0.01% | 396 |
|
|
2022
Q3 | $130K | Sell |
4,364
-1
| -0% | -$30 | 0.01% | 413 |
|
|
2022
Q2 | $239K | Buy |
4,365
+721
| +20% | +$39.5K | 0.02% | 341 |
|
|
2022
Q1 | $198K | Hold |
3,644
| – | – | 0.01% | 391 |
|
|
2021
Q4 | $201K | Hold |
3,644
| – | – | 0.01% | 385 |
|
|
2021
Q3 | $174K | Hold |
3,644
| – | – | 0.01% | 402 |
|
|
2021
Q2 | $181K | Hold |
3,644
| – | – | 0.01% | 402 |
|
|
2021
Q1 | $163K | Hold |
3,644
| – | – | 0.01% | 416 |
|
|
2020
Q4 | $168K | Buy |
+3,644
| New | +$168K | 0.01% | 383 |
|
|
2018
Q3 | – | Sell |
-4,524
| Closed | -$228K | – | 325 |
|
|
2018
Q2 | $228K | Hold |
4,524
| – | – | 0.02% | 264 |
|
|
2018
Q1 | $221K | Buy |
+4,524
| New | +$221K | 0.02% | 266 |
|
|
2014
Q3 | – | Sell |
-3,432
| Closed | -$229K | – | 242 |
|
|
2014
Q2 | $229K | Hold |
3,432
| – | – | 0.04% | 233 |
|
|
2014
Q1 | $229K | Hold |
3,432
| – | – | 0.04% | 218 |
|
|
2013
Q4 | $229K | Hold |
3,432
| – | – | 0.04% | 209 |
|
|
2013
Q3 | $215K | Buy |
+3,432
| New | +$215K | 0.04% | 210 |
|