Perigon Wealth Management’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
9,579
-703
| -7% | -$27K | 0.01% | 770 |
|
|
2025
Q1 | $398K | Buy |
10,282
+167
| +2% | +$6.47K | 0.01% | 704 |
|
|
2024
Q4 | $338K | Buy |
10,115
+484
| +5% | +$16.2K | 0.01% | 775 |
|
|
2024
Q3 | $394K | Sell |
9,631
-788
| -8% | -$32.2K | 0.01% | 692 |
|
|
2024
Q2 | $401K | Buy |
10,419
+529
| +5% | +$20.4K | 0.01% | 592 |
|
|
2024
Q1 | $424K | Buy |
9,890
+1,305
| +15% | +$55.9K | 0.01% | 581 |
|
|
2023
Q4 | $318K | Buy |
8,585
+131
| +2% | +$4.86K | 0.01% | 637 |
|
|
2023
Q3 | $306K | Sell |
8,454
-310
| -4% | -$11.2K | 0.01% | 583 |
|
|
2023
Q2 | $312K | Buy |
8,764
+825
| +10% | +$29.4K | 0.01% | 592 |
|
|
2023
Q1 | $282K | Buy |
7,939
+1,135
| +17% | +$40.4K | 0.02% | 558 |
|
|
2022
Q4 | $239K | Buy |
+6,804
| New | +$239K | 0.01% | 602 |
|
|
2022
Q1 | – | Sell |
-5,297
| Closed | -$292K | – | 624 |
|
|
2021
Q4 | $292K | Buy |
5,297
+124
| +2% | +$6.84K | 0.02% | 458 |
|
|
2021
Q3 | $247K | Sell |
5,173
-222
| -4% | -$10.6K | 0.02% | 459 |
|
|
2021
Q2 | $269K | Buy |
5,395
+359
| +7% | +$17.9K | 0.02% | 425 |
|
|
2021
Q1 | $225K | Buy |
5,036
+3,354
| +199% | +$150K | 0.02% | 444 |
|
|
2020
Q4 | $77K | Buy |
+1,682
| New | +$77K | 0.01% | 605 |
|
|
2018
Q4 | – | Sell |
-5,094
| Closed | -$259K | – | 244 |
|
|
2018
Q3 | $259K | Sell |
5,094
-76
| -1% | -$3.86K | 0.06% | 194 |
|
|
2018
Q2 | $264K | Sell |
5,170
-83
| -2% | -$4.24K | 0.08% | 206 |
|
|
2018
Q1 | $261K | Hold |
5,253
| – | – | 0.1% | 142 |
|
|
2017
Q4 | $236K | Sell |
5,253
-6,384
| -55% | -$287K | 0.09% | 134 |
|
|
2017
Q3 | $598K | Sell |
11,637
-28,369
| -71% | -$1.46M | 0.19% | 99 |
|
|
2017
Q2 | $2.18M | Sell |
40,006
-372
| -0.9% | -$20.3K | 0.47% | 61 |
|
|
2017
Q1 | $2.15M | Buy |
40,378
+4,602
| +13% | +$245K | 0.46% | 71 |
|
|
2016
Q4 | $1.9M | Buy |
35,776
+1,142
| +3% | +$60.8K | 0.42% | 76 |
|
|
2016
Q3 | $1.88M | Buy |
34,634
+3,662
| +12% | +$199K | 0.48% | 62 |
|
|
2016
Q2 | $1.69M | Buy |
30,972
+21,082
| +213% | +$1.15M | 0.45% | 67 |
|
|
2016
Q1 | $1.59M | Hold |
9,890
| – | – | 0.5% | 57 |
|
|
2015
Q4 | $499K | Sell |
9,890
-242
| -2% | -$12.2K | 0.14% | 141 |
|
|
2015
Q3 | $487K | Sell |
10,132
-576
| -5% | -$27.7K | 0.14% | 137 |
|
|
2015
Q2 | $557K | Buy |
10,708
+2,088
| +24% | +$109K | 0.15% | 138 |
|
|
2015
Q1 | $497K | Buy |
8,620
+530
| +7% | +$30.6K | 0.14% | 145 |
|
|
2014
Q4 | $432K | Buy |
8,090
+92
| +1% | +$4.91K | 0.13% | 139 |
|
|
2014
Q3 | $460K | Buy |
7,998
+917
| +13% | +$52.7K | 0.14% | 127 |
|
|
2014
Q2 | $473K | Buy |
7,081
+2,812
| +66% | +$188K | 0.13% | 125 |
|
|
2014
Q1 | $285K | Hold |
4,269
| – | – | 0.16% | 109 |
|
|
2013
Q4 | $284K | Buy |
+4,269
| New | +$284K | 0.16% | 108 |
|