SFA
Sequoia Financial Advisors’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
26,745
+3,451
| +15% | +$133K | 0.01% | 670 |
|
|
2025
Q1 | $902K | Buy |
23,294
+2,649
| +13% | +$103K | 0.01% | 655 |
|
|
2024
Q4 | $698K | Sell |
20,645
-2,292
| -10% | -$77.5K | 0.01% | 691 |
|
|
2024
Q3 | $938K | Buy |
22,937
+577
| +3% | +$23.6K | 0.01% | 563 |
|
|
2024
Q2 | $861K | Buy |
22,360
+183
| +0.8% | +$7.05K | 0.01% | 513 |
|
|
2024
Q1 | $951K | Buy |
22,177
+1,000
| +5% | +$42.9K | 0.01% | 486 |
|
|
2023
Q4 | $785K | Buy |
21,177
+5,485
| +35% | +$203K | 0.01% | 599 |
|
|
2023
Q3 | $569K | Buy |
15,692
+1,585
| +11% | +$57.5K | 0.01% | 480 |
|
|
2023
Q2 | $503K | Buy |
14,107
+363
| +3% | +$12.9K | 0.01% | 523 |
|
|
2023
Q1 | $489K | Buy |
13,744
+2,824
| +26% | +$100K | 0.01% | 466 |
|
|
2022
Q4 | $384K | Buy |
+10,920
| New | +$384K | 0.01% | 512 |
|
|
2022
Q3 | – | Sell |
-13,748
| Closed | -$598K | – | 560 |
|
|
2022
Q2 | $598K | Buy |
13,748
+166
| +1% | +$7.22K | 0.02% | 296 |
|
|
2022
Q1 | $591K | Buy |
13,582
+3,104
| +30% | +$135K | 0.01% | 323 |
|
|
2021
Q4 | $462K | Buy |
+10,478
| New | +$462K | 0.01% | 339 |
|
|
2021
Q3 | – | Sell |
-5,749
| Closed | -$229K | – | 331 |
|
|
2021
Q2 | $229K | Buy |
+5,749
| New | +$229K | 0.01% | 429 |
|
|
2021
Q1 | – | Sell |
-5,727
| Closed | -$211K | – | 453 |
|
|
2020
Q4 | $211K | Sell |
5,727
-711
| -11% | -$26.2K | 0.01% | 387 |
|
|
2020
Q3 | $242K | Buy |
6,438
+107
| +2% | +$4.02K | 0.01% | 335 |
|
|
2020
Q2 | $258K | Sell |
6,331
-155
| -2% | -$6.32K | 0.02% | 311 |
|
|
2020
Q1 | $246K | Sell |
6,486
-1,464
| -18% | -$55.5K | 0.02% | 298 |
|
|
2019
Q4 | $374K | Buy |
7,950
+302
| +4% | +$14.2K | 0.02% | 267 |
|
|
2019
Q3 | $326K | Sell |
7,648
-454
| -6% | -$19.4K | 0.02% | 265 |
|
|
2019
Q2 | $324K | Buy |
8,102
+980
| +14% | +$39.2K | 0.02% | 268 |
|
|
2019
Q1 | $298K | Sell |
7,122
-53
| -0.7% | -$2.22K | 0.02% | 267 |
|
|
2018
Q4 | $274K | Buy |
7,175
+692
| +11% | +$26.4K | 0.03% | 220 |
|
|
2018
Q3 | $260K | Sell |
6,483
-1,697
| -21% | -$68.1K | 0.03% | 255 |
|
|
2018
Q2 | $330K | Buy |
8,180
+180
| +2% | +$7.26K | 0.04% | 211 |
|
|
2018
Q1 | $313K | Buy |
8,000
+1,464
| +22% | +$57.3K | 0.03% | 227 |
|
|
2017
Q4 | $232K | Buy |
6,536
+161
| +3% | +$5.72K | 0.02% | 259 |
|
|
2017
Q3 | $259K | Sell |
6,375
-130
| -2% | -$5.28K | 0.03% | 229 |
|
|
2017
Q2 | $281K | Buy |
6,505
+5
| +0.1% | +$216 | 0.03% | 218 |
|
|
2017
Q1 | $274K | Buy |
6,500
+859
| +15% | +$36.2K | 0.03% | 216 |
|
|
2016
Q4 | $217K | Buy |
5,641
+4
| +0.1% | +$154 | 0.03% | 250 |
|
|
2016
Q3 | $243K | Buy |
5,637
+4
| +0.1% | +$172 | 0.05% | 199 |
|
|
2016
Q2 | $244K | Buy |
+5,633
| New | +$244K | 0.07% | 198 |
|