Shulman DeMeo Asset Management’s GSK GSK Stock Holding History

Shulman DeMeo Asset Management’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317K	Sell	6,042 -100	-2%	-$5.29K	0.06%	111
2026 Q1	$339K	Buy	+6,142	New	+$333K	0.07%	97
2022 Q3	–	Sell	-8,611	Closed	-$469K	–	132
2022 Q2	$469K	Buy	8,611 +393	+5%	+$21.7K	0.16%	63
2022 Q1	$447K	Buy	8,218 +34	+0.4%	+$1.85K	0.12%	81
2021 Q4	$451K	Buy	+8,184	New	+$426K	0.12%	78
2021 Q3	–	Sell	-7,832	Closed	-$390K	–	102
2021 Q2	$390K	Buy	7,832 +34	+0.4%	+$1.63K	0.15%	43
2021 Q1	$348K	Buy	7,798 +3	+0%	+$136	0.09%	98
2020 Q4	$359K	Buy	7,795 +73	+0.9%	+$3.35K	0.1%	92
2020 Q3	$363K	Sell	7,722 -245	-3%	-$12.3K	0.12%	78
2020 Q2	$406K	Sell	7,967 -446	-5%	-$22.9K	0.16%	65
2020 Q1	$398K	Sell	8,413 -553	-6%	-$29.5K	0.19%	54
2019 Q4	$527K	Sell	8,966 -216	-2%	-$12K	0.18%	61
2019 Q3	$490K	Buy	9,182 +24	+0.3%	+$1.24K	0.16%	64
2019 Q2	$458K	Buy	9,158 +30	+0.3%	+$1.5K	0.17%	63
2019 Q1	$477K	Buy	9,128 +26	+0.3%	+$1.3K	0.18%	57
2018 Q4	$435K	Buy	+9,102	New	+$448K	0.24%	37

Other funds holding GSK

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return