RWA
Roberts Wealth Advisors’s Gilead Sciences GILD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
4,635
-300
| -6% | -$33.3K | 0.15% | 74 |
|
|
2025
Q1 | $553K | Sell |
4,935
-900
| -15% | -$101K | 0.17% | 75 |
|
|
2024
Q4 | $539K | Sell |
5,835
-1,200
| -17% | -$111K | 0.16% | 72 |
|
|
2024
Q3 | $599K | Buy |
7,035
+130
| +2% | +$11.1K | 0.19% | 70 |
|
|
2024
Q2 | $468K | Hold |
6,905
| – | – | 0.16% | 73 |
|
|
2024
Q1 | $468K | Buy |
+6,905
| New | +$468K | 0.17% | 76 |
|
|
2023
Q4 | – | Sell |
-6,905
| Closed | -$547K | – | 66 |
|
|
2023
Q3 | $547K | Hold |
6,905
| – | – | 0.24% | 70 |
|
|
2023
Q2 | $532K | Hold |
6,905
| – | – | 0.23% | 68 |
|
|
2023
Q1 | $567K | Sell |
6,905
-70
| -1% | -$5.75K | 0.26% | 68 |
|
|
2022
Q4 | $596K | Buy |
+6,975
| New | +$596K | 0.29% | 68 |
|
|
2022
Q3 | – | Sell |
-7,190
| Closed | -$452K | – | 83 |
|
|
2022
Q2 | $452K | Hold |
7,190
| – | – | 0.2% | 71 |
|
|
2022
Q1 | $429K | Sell |
7,190
-35
| -0.5% | -$2.09K | 0.17% | 77 |
|
|
2021
Q4 | $524K | Buy |
+7,225
| New | +$524K | 0.19% | 77 |
|