PWAG
Polaris Wealth Advisory Group’s Gilead Sciences GILD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-405,666
| Closed | -$27.6M | – | 182 |
|
2021
Q3 | $27.6M | Sell |
405,666
-109,409
| -21% | -$7.46M | 1.65% | 19 |
|
2021
Q2 | $35.6M | Buy |
515,075
+60,083
| +13% | +$4.15M | 2.12% | 14 |
|
2021
Q1 | $29.6M | Buy |
+454,992
| New | +$29.6M | 1.9% | 18 |
|
2019
Q1 | – | Sell |
-9,750
| Closed | -$610K | – | 156 |
|
2018
Q4 | $610K | Buy |
9,750
+4,921
| +102% | +$308K | 0.06% | 102 |
|
2018
Q3 | $373K | Buy |
+4,829
| New | +$373K | 0.03% | 115 |
|
2018
Q2 | – | Sell |
-50
| Closed | -$4K | – | 322 |
|
2018
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 415 |
|
2015
Q1 | – | Sell |
-4,706
| Closed | -$444K | – | 81 |
|
2014
Q4 | $444K | Sell |
4,706
-895
| -16% | -$84.4K | 0.09% | 67 |
|
2014
Q3 | $596K | Sell |
5,601
-14,180
| -72% | -$1.51M | 0.13% | 52 |
|
2014
Q2 | $1.64M | Buy |
19,781
+14,865
| +302% | +$1.23M | 0.37% | 48 |
|
2014
Q1 | $348K | Buy |
4,916
+670
| +16% | +$47.4K | 0.08% | 70 |
|
2013
Q4 | $319K | Buy |
4,246
+2,556
| +151% | +$192K | 0.08% | 71 |
|
2013
Q3 | $106K | Buy |
1,690
+1,250
| +284% | +$78.6K | 0.03% | 78 |
|
2013
Q2 | $22.6K | Buy |
+440
| New | +$22.6K | 0.01% | 105 |
|