SWM
Stockman Wealth Management’s GSK GSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10M | Buy |
261,321
+4,120
| +2% | +$158K | 1.36% | 30 |
|
2025
Q1 | $9.96M | Buy |
257,201
+40,001
| +18% | +$1.55M | 1.48% | 29 |
|
2024
Q4 | $7.35M | Buy |
217,200
+7,683
| +4% | +$260K | 1.15% | 33 |
|
2024
Q3 | $8.57M | Buy |
209,517
+15,024
| +8% | +$614K | 1.33% | 29 |
|
2024
Q2 | $7.49M | Buy |
194,493
+3,361
| +2% | +$129K | 1.31% | 29 |
|
2024
Q1 | $8.19M | Buy |
191,132
+2,207
| +1% | +$94.6K | 1.45% | 27 |
|
2023
Q4 | $7M | Buy |
188,925
+4,134
| +2% | +$153K | 1.4% | 29 |
|
2023
Q3 | $6.7M | Buy |
184,791
+4,873
| +3% | +$177K | 1.47% | 27 |
|
2023
Q2 | $6.41M | Buy |
179,918
+12,876
| +8% | +$459K | 1.38% | 28 |
|
2023
Q1 | $5.94M | Buy |
167,042
+10,181
| +6% | +$362K | 1.33% | 29 |
|
2022
Q4 | $5.51M | Buy |
156,861
+4,871
| +3% | +$171K | 1.27% | 30 |
|
2022
Q3 | $4.47M | Buy |
151,990
+2,872
| +2% | +$84.5K | 1.21% | 33 |
|
2022
Q2 | $6.49M | Buy |
149,118
+2,900
| +2% | +$126K | 1.66% | 25 |
|
2022
Q1 | $6.37M | Buy |
146,218
+4,962
| +4% | +$216K | 1.32% | 28 |
|
2021
Q4 | $6.23M | Buy |
141,256
+1,666
| +1% | +$73.5K | 1.27% | 31 |
|
2021
Q3 | $5.33M | Buy |
139,590
+6,208
| +5% | +$237K | 1.19% | 31 |
|
2021
Q2 | $5.31M | Buy |
133,382
+13,908
| +12% | +$554K | 1.27% | 29 |
|
2021
Q1 | $4.26M | Buy |
119,474
+14,857
| +14% | +$530K | 1.19% | 34 |
|
2020
Q4 | $3.85M | Buy |
104,617
+7,908
| +8% | +$291K | 1.18% | 35 |
|
2020
Q3 | $3.64M | Buy |
96,709
+3,304
| +4% | +$124K | 1.33% | 30 |
|
2020
Q2 | $3.81M | Buy |
93,405
+1,168
| +1% | +$47.6K | 1.43% | 25 |
|
2020
Q1 | $3.5M | Buy |
92,237
+2,161
| +2% | +$81.9K | 1.55% | 24 |
|
2019
Q4 | $4.23M | Sell |
90,076
-270
| -0.3% | -$12.7K | 1.5% | 23 |
|
2019
Q3 | $3.86M | Buy |
90,346
+4,424
| +5% | +$189K | 1.48% | 24 |
|
2019
Q2 | $3.44M | Buy |
85,922
+2,213
| +3% | +$88.6K | 1.4% | 26 |
|
2019
Q1 | $3.5M | Sell |
83,709
-673
| -0.8% | -$28.1K | 1.53% | 26 |
|
2018
Q4 | $3.22M | Buy |
84,382
+898
| +1% | +$34.3K | 1.54% | 24 |
|
2018
Q3 | $3.35M | Sell |
83,484
-1,170
| -1% | -$47K | 1.45% | 28 |
|
2018
Q2 | $3.41M | Sell |
84,654
-2,238
| -3% | -$90.2K | 1.56% | 25 |
|
2018
Q1 | $3.4M | Buy |
86,892
+8,150
| +10% | +$318K | 1.55% | 24 |
|
2017
Q4 | $2.79M | Buy |
78,742
+5,185
| +7% | +$184K | 1.25% | 33 |
|
2017
Q3 | $2.99M | Buy |
73,557
+59,561
| +426% | +$2.42M | 1.43% | 27 |
|
2017
Q2 | $604K | Sell |
13,996
-47,428
| -77% | -$2.05M | 0.6% | 56 |
|
2017
Q1 | $2.59M | Buy |
61,424
+1,732
| +3% | +$73K | 1.47% | 28 |
|
2016
Q4 | $2.3M | Buy |
59,692
+8,823
| +17% | +$340K | 1.4% | 28 |
|
2016
Q3 | $2.19M | Sell |
50,869
-2,040
| -4% | -$88K | 1.36% | 31 |
|
2016
Q2 | $2.29M | Sell |
52,909
-4,725
| -8% | -$205K | 1.79% | 23 |
|
2016
Q1 | $2.34M | Buy |
57,634
+9,599
| +20% | +$389K | 1.85% | 20 |
|
2015
Q4 | $1.94M | Buy |
48,035
+3,184
| +7% | +$128K | 1.57% | 27 |
|
2015
Q3 | $1.73M | Buy |
44,851
+884
| +2% | +$34K | 1.49% | 28 |
|
2015
Q2 | $1.83M | Buy |
43,967
+8,083
| +23% | +$337K | 1.56% | 26 |
|
2015
Q1 | $1.66M | Buy |
35,884
+4,933
| +16% | +$228K | 1.41% | 26 |
|
2014
Q4 | $1.32M | Buy |
+30,951
| New | +$1.32M | 1.13% | 40 |
|