Mount Yale Investment Advisors’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
13,954
+3,080
| +28% | +$118K | 0.04% | 325 |
|
|
2025
Q1 | $421K | Sell |
10,874
-56
| -0.5% | -$2.17K | 0.04% | 363 |
|
|
2024
Q4 | $370K | Sell |
10,930
-23,951
| -69% | -$810K | 0.03% | 396 |
|
|
2024
Q3 | $1.43M | Buy |
34,881
+17,829
| +105% | +$729K | 0.14% | 155 |
|
|
2024
Q2 | $657K | Sell |
17,052
-2,102
| -11% | -$80.9K | 0.05% | 292 |
|
|
2024
Q1 | $821K | Buy |
19,154
+6,481
| +51% | +$278K | 0.06% | 261 |
|
|
2023
Q4 | $470K | Buy |
12,673
+655
| +5% | +$24.3K | 0.04% | 326 |
|
|
2023
Q3 | $436K | Sell |
12,018
-14,664
| -55% | -$532K | 0.05% | 325 |
|
|
2023
Q2 | $951K | Buy |
26,682
+9,876
| +59% | +$352K | 0.1% | 204 |
|
|
2023
Q1 | $598K | Buy |
16,806
+10,001
| +147% | +$356K | 0.07% | 268 |
|
|
2022
Q4 | $239K | Sell |
6,805
-17,483
| -72% | -$614K | 0.03% | 401 |
|
|
2022
Q3 | $715K | Buy |
24,288
+8,217
| +51% | +$242K | 0.09% | 223 |
|
|
2022
Q2 | $874K | Buy |
16,071
+1,443
| +10% | +$78.5K | 0.11% | 185 |
|
|
2022
Q1 | $796K | Buy |
14,628
+2,347
| +19% | +$128K | 0.09% | 234 |
|
|
2021
Q4 | $677K | Buy |
12,281
+7,563
| +160% | +$417K | 0.07% | 249 |
|
|
2021
Q3 | $225K | Buy |
+4,718
| New | +$225K | 0.03% | 421 |
|
|
2020
Q4 | – | Sell |
-5,522
| Closed | -$260K | – | 406 |
|
|
2020
Q3 | $260K | Sell |
5,522
-10
| -0.2% | -$471 | 0.04% | 289 |
|
|
2020
Q2 | $282K | Buy |
5,532
+254
| +5% | +$12.9K | 0.05% | 270 |
|
|
2020
Q1 | $250K | Sell |
5,278
-719
| -12% | -$34.1K | 0.06% | 250 |
|
|
2019
Q4 | $351K | Buy |
+5,997
| New | +$351K | 0.06% | 260 |
|
|
2018
Q4 | – | Sell |
-2,130
| Closed | -$109K | – | 498 |
|
|
2018
Q3 | $109K | Buy |
2,130
+260
| +14% | +$13.3K | 0.02% | 416 |
|
|
2018
Q2 | $94K | Sell |
1,870
-4
| -0.2% | -$201 | 0.02% | 477 |
|
|
2018
Q1 | $92K | Buy |
+1,874
| New | +$92K | 0.02% | 480 |
|