SWA
SFMG Wealth Advisors’s Gilead Sciences GILD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,145
| Closed | -$242K | – | 265 |
|
2023
Q2 | $242K | Sell |
3,145
-37
| -1% | -$2.85K | 0.02% | 200 |
|
2023
Q1 | $264K | Buy |
3,182
+32
| +1% | +$2.66K | 0.03% | 197 |
|
2022
Q4 | $270K | Buy |
+3,150
| New | +$270K | 0.03% | 190 |
|
2022
Q3 | – | Sell |
-7,191
| Closed | -$444K | – | 261 |
|
2022
Q2 | $444K | Buy |
7,191
+578
| +9% | +$35.7K | 0.05% | 136 |
|
2022
Q1 | $393K | Sell |
6,613
-674
| -9% | -$40.1K | 0.04% | 166 |
|
2021
Q4 | $529K | Buy |
+7,287
| New | +$529K | 0.05% | 146 |
|
2016
Q4 | – | Sell |
-18,949
| Closed | -$1.5M | – | 118 |
|
2016
Q3 | $1.5M | Buy |
18,949
+8,500
| +81% | +$672K | 0.33% | 37 |
|
2016
Q2 | $872K | Sell |
10,449
-75
| -0.7% | -$6.26K | 0.19% | 49 |
|
2016
Q1 | $967K | Sell |
10,524
-95
| -0.9% | -$8.73K | 0.21% | 48 |
|
2015
Q4 | $1.08M | Buy |
10,619
+522
| +5% | +$52.8K | 0.24% | 50 |
|
2015
Q3 | $991K | Sell |
10,097
-2,670
| -21% | -$262K | 0.24% | 52 |
|
2015
Q2 | $1.5M | Sell |
12,767
-15,486
| -55% | -$1.81M | 0.33% | 40 |
|
2015
Q1 | $2.77M | Buy |
28,253
+13,964
| +98% | +$1.37M | 0.22% | 43 |
|
2014
Q4 | $1.35M | Buy |
+14,289
| New | +$1.35M | 0.3% | 38 |
|