Ropes Wealth Advisors’s Gilead Sciences GILD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $204K | Sell |
2,720
-504
| -16% | -$38.8K | 0.04% | 249 |
|
|
2023
Q2 | $248K | Buy |
3,224
+349
| +12% | +$27.8K | 0.04% | 249 |
|
|
2023
Q1 | $239K | Sell |
2,875
-481
| -14% | -$39.8K | 0.04% | 244 |
|
|
2022
Q4 | $288K | Buy |
+3,356
| New | +$266K | 0.05% | 224 |
|
|
2022
Q2 | – | Sell |
-3,978
| Closed | -$236K | – | 277 |
|
|
2022
Q1 | $236K | Sell |
3,978
-1,427
| -26% | -$91.2K | 0.04% | 266 |
|
|
2021
Q4 | $392K | Buy |
5,405
+1,457
| +37% | +$100K | 0.07% | 190 |
|
|
2021
Q3 | $276K | Sell |
3,948
-173
| -4% | -$12.2K | 0.04% | 239 |
|
|
2021
Q2 | $284K | Hold |
4,121
| – | – | 0.04% | 230 |
|
|
2021
Q1 | $277K | Sell |
4,121
-5,398
| -57% | -$348K | 0.05% | 213 |
|
|
2020
Q4 | $555K | Sell |
9,519
-3,510
| -27% | -$212K | 0.09% | 145 |
|
|
2020
Q3 | $823K | Sell |
13,029
-143
| -1% | -$9.92K | 0.16% | 106 |
|
|
2020
Q2 | $1.01M | Sell |
13,172
-2,785
| -17% | -$213K | 0.21% | 80 |
|
|
2020
Q1 | $1.19M | Buy |
15,957
+8,931
| +127% | +$617K | 0.3% | 65 |
|
|
2019
Q4 | $457K | Sell |
7,026
-12,739
| -64% | -$830K | 0.1% | 150 |
|
|
2019
Q3 | $1.25M | Buy |
19,765
+1,933
| +11% | +$126K | 0.27% | 77 |
|
|
2019
Q2 | $1.21M | Buy |
17,832
+94
| +0.5% | +$6.18K | 0.25% | 74 |
|
|
2019
Q1 | $1.15M | Sell |
17,738
-288
| -2% | -$19.1K | 0.31% | 75 |
|
|
2018
Q4 | $1.13M | Sell |
18,026
-1,430
| -7% | -$100K | 0.32% | 73 |
|
|
2018
Q3 | $1.5M | Sell |
19,456
-253
| -1% | -$19.1K | 0.37% | 62 |
|
|
2018
Q2 | $1.4M | Hold |
19,709
| – | – | 0.38% | 63 |
|
|
2018
Q1 | $1.49M | Sell |
19,709
-425
| -2% | -$33.8K | 0.41% | 61 |
|
|
2017
Q4 | $1.44M | Buy |
20,134
+3,501
| +21% | +$266K | 0.38% | 65 |
|
|
2017
Q3 | $1.35M | Buy |
16,633
+1,150
| +7% | +$87.9K | 0.37% | 63 |
|
|
2017
Q2 | $1.1M | Buy |
15,483
+5,752
| +59% | +$383K | 0.31% | 71 |
|
|
2017
Q1 | $661K | Buy |
9,731
+2,836
| +41% | +$199K | 0.19% | 107 |
|
|
2016
Q4 | $494K | Buy |
6,895
+500
| +8% | +$37.2K | 0.15% | 123 |
|
|
2016
Q3 | $506K | Buy |
6,395
+62
| +1% | +$5.04K | 0.17% | 116 |
|
|
2016
Q2 | $528K | Buy |
6,333
+2,421
| +62% | +$215K | 0.18% | 99 |
|
|
2016
Q1 | $359K | Buy |
3,912
+451
| +13% | +$40.7K | 0.16% | 106 |
|
|
2015
Q4 | $350K | Buy |
3,461
+43
| +1% | +$4.47K | 0.15% | 112 |
|
|
2015
Q3 | $336K | Buy |
3,418
+518
| +18% | +$57.5K | 0.18% | 96 |
|
|
2015
Q2 | $340K | Hold |
2,900
| – | – | 0.18% | 94 |
|
|
2015
Q1 | $285K | Buy |
+2,900
| New | +$294K | 0.15% | 108 |
|
Other funds holding GILD
Ropes Wealth Advisors's GILD Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its Gilead Sciences (GILD) stake by 16% in Q3 2023, selling an estimated $38.8K and leaving 2,720 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #249.
Ropes Wealth Advisors first reported a position in GILD in Q1 2015 and has held it in 33 quarters since. The position peaked at $1.5M in Q3 2018. 1,681 funds tracked by Wall St. Rank hold GILD as of Q3 2023.
- Ropes Wealth Advisors held 2,720 shares of Gilead Sciences worth $204K as of Q3 2023.
- Ropes Wealth Advisors sold 504 Gilead Sciences shares in Q3 2023, an estimated $38.8K.
- Gilead Sciences made up 0.04% of Ropes Wealth Advisors's portfolio in Q3 2023, its #249 holding.
- Ropes Wealth Advisors first reported a position in Gilead Sciences in Q1 2015 and has held it in 33 quarters since.
- Ropes Wealth Advisors's Gilead Sciences position peaked at $1.5M in Q3 2018.
- 1,681 funds tracked by Wall St. Rank held Gilead Sciences as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.