PWM
Perigon Wealth Management’s Gilead Sciences GILD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.02M | Sell |
36,251
-2,309
| -6% | -$256K | 0.09% | 215 |
|
2025
Q1 | $4.32M | Buy |
38,560
+994
| +3% | +$111K | 0.11% | 186 |
|
2024
Q4 | $3.44M | Sell |
37,566
-475
| -1% | -$43.5K | 0.08% | 218 |
|
2024
Q3 | $3.19M | Sell |
38,041
-1,745
| -4% | -$146K | 0.08% | 215 |
|
2024
Q2 | $2.73M | Sell |
39,786
-804
| -2% | -$55.2K | 0.08% | 215 |
|
2024
Q1 | $2.97M | Sell |
40,590
-78
| -0.2% | -$5.71K | 0.09% | 200 |
|
2023
Q4 | $3.29M | Buy |
40,668
+3,832
| +10% | +$310K | 0.11% | 169 |
|
2023
Q3 | $2.76M | Buy |
36,836
+46
| +0.1% | +$3.45K | 0.11% | 169 |
|
2023
Q2 | $2.84M | Buy |
36,790
+1,515
| +4% | +$117K | 0.11% | 167 |
|
2023
Q1 | $2.93M | Buy |
35,275
+2,247
| +7% | +$186K | 0.17% | 128 |
|
2022
Q4 | $2.84M | Buy |
33,028
+4,131
| +14% | +$355K | 0.18% | 130 |
|
2022
Q3 | $1.78M | Buy |
28,897
+1,960
| +7% | +$121K | 0.15% | 135 |
|
2022
Q2 | $1.67M | Buy |
26,937
+26
| +0.1% | +$1.61K | 0.14% | 144 |
|
2022
Q1 | $1.6M | Sell |
26,911
-23,644
| -47% | -$1.41M | 0.11% | 159 |
|
2021
Q4 | $3.67M | Buy |
50,555
+238
| +0.5% | +$17.3K | 0.26% | 81 |
|
2021
Q3 | $3.52M | Buy |
50,317
+278
| +0.6% | +$19.4K | 0.31% | 75 |
|
2021
Q2 | $3.45M | Sell |
50,039
-5,892
| -11% | -$406K | 0.31% | 73 |
|
2021
Q1 | $3.62M | Sell |
55,931
-231
| -0.4% | -$14.9K | 0.37% | 60 |
|
2020
Q4 | $3.27M | Sell |
56,162
-3,401
| -6% | -$198K | 0.38% | 55 |
|
2020
Q3 | $3.76M | Buy |
59,563
+574
| +1% | +$36.3K | 0.53% | 39 |
|
2020
Q2 | $4.54M | Buy |
58,989
+2,341
| +4% | +$180K | 0.72% | 30 |
|
2020
Q1 | $4.16M | Buy |
56,648
+6,173
| +12% | +$454K | 0.78% | 30 |
|
2019
Q4 | $3.31M | Buy |
50,475
+2,312
| +5% | +$152K | 0.68% | 38 |
|
2019
Q3 | $3.15M | Sell |
48,163
-3,172
| -6% | -$207K | 0.74% | 35 |
|
2019
Q2 | $3.47M | Buy |
51,335
+165
| +0.3% | +$11.1K | 0.81% | 33 |
|
2019
Q1 | $3.28M | Sell |
51,170
-765
| -1% | -$49.1K | 0.76% | 34 |
|
2018
Q4 | $3.58M | Sell |
51,935
-3,025
| -6% | -$208K | 0.91% | 33 |
|
2018
Q3 | $4.24M | Buy |
54,960
+260
| +0.5% | +$20.1K | 1.05% | 22 |
|
2018
Q2 | $3.88M | Buy |
54,700
+4,870
| +10% | +$345K | 1.17% | 23 |
|
2018
Q1 | $3.76M | Sell |
49,830
-174
| -0.3% | -$13.1K | 1.38% | 17 |
|
2017
Q4 | $3.58M | Sell |
50,004
-625
| -1% | -$44.8K | 1.34% | 21 |
|
2017
Q3 | $4.1M | Sell |
50,629
-19,869
| -28% | -$1.61M | 1.33% | 17 |
|
2017
Q2 | $4.99M | Sell |
70,498
-904
| -1% | -$64K | 1.09% | 20 |
|
2017
Q1 | $4.85M | Buy |
71,402
+2,407
| +3% | +$163K | 1.03% | 22 |
|
2016
Q4 | $4.88M | Sell |
68,995
-3,405
| -5% | -$241K | 1.07% | 23 |
|
2016
Q3 | $5.73M | Sell |
72,400
-11,111
| -13% | -$879K | 1.47% | 11 |
|
2016
Q2 | $6.97M | Buy |
83,511
+12,160
| +17% | +$1.01M | 1.85% | 9 |
|
2016
Q1 | $6.98M | Hold |
71,351
| – | – | 2.18% | 8 |
|
2015
Q4 | $7.22M | Buy |
71,351
+3,600
| +5% | +$364K | 1.99% | 9 |
|
2015
Q3 | $6.65M | Sell |
67,751
-1,273
| -2% | -$125K | 1.97% | 8 |
|
2015
Q2 | $8.08M | Buy |
69,024
+8,443
| +14% | +$988K | 2.13% | 6 |
|
2015
Q1 | $5.95M | Buy |
60,581
+485
| +0.8% | +$47.6K | 1.63% | 10 |
|
2014
Q4 | $5.67M | Sell |
60,096
-386
| -0.6% | -$36.4K | 1.7% | 8 |
|
2014
Q3 | $6.44M | Sell |
60,482
-4,544
| -7% | -$484K | 1.92% | 7 |
|
2014
Q2 | $5.39M | Buy |
65,026
+1,081
| +2% | +$89.6K | 1.54% | 9 |
|
2014
Q1 | $4.53M | Buy |
63,945
+155
| +0.2% | +$11K | 2.49% | 5 |
|
2013
Q4 | $4.79M | Buy |
+63,790
| New | +$4.79M | 2.66% | 4 |
|