SWMP
Signature Wealth Management Partners’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
7,504
| – | – | 0.16% | 83 |
|
|
2025
Q1 | $291K | Hold |
7,504
| – | – | 0.19% | 83 |
|
|
2024
Q4 | $254K | Hold |
7,504
| – | – | 0.17% | 89 |
|
|
2024
Q3 | $307K | Hold |
7,504
| – | – | 0.22% | 77 |
|
|
2024
Q2 | $289K | Hold |
7,504
| – | – | 0.22% | 81 |
|
|
2024
Q1 | $322K | Hold |
7,504
| – | – | 0.26% | 75 |
|
|
2023
Q4 | $278K | Sell |
7,504
-40
| -0.5% | -$1.48K | 0.24% | 79 |
|
|
2023
Q3 | $273K | Buy |
7,544
+40
| +0.5% | +$1.45K | 0.27% | 76 |
|
|
2023
Q2 | $267K | Hold |
7,504
| – | – | 0.25% | 76 |
|
|
2023
Q1 | $267K | Hold |
7,504
| – | – | 0.25% | 79 |
|
|
2022
Q4 | $264K | Hold |
7,504
| – | – | 0.26% | 80 |
|
|
2022
Q3 | $221K | Sell |
7,504
-1,878
| -20% | -$55.3K | 0.24% | 85 |
|
|
2022
Q2 | $408K | Hold |
9,382
| – | – | 0.42% | 62 |
|
|
2022
Q1 | $409K | Hold |
9,382
| – | – | 0.35% | 67 |
|
|
2021
Q4 | $414K | Sell |
9,382
-2,000
| -18% | -$88.3K | 0.35% | 64 |
|
|
2021
Q3 | $435K | Buy |
11,382
+2,000
| +21% | +$76.4K | 0.39% | 63 |
|
|
2021
Q2 | $374K | Hold |
9,382
| – | – | 0.34% | 70 |
|
|
2021
Q1 | $335K | Hold |
9,382
| – | – | 0.32% | 72 |
|
|
2020
Q4 | $345K | Buy |
+9,382
| New | +$345K | 0.34% | 64 |
|