Summit Financial Wealth Advisors’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $240K | Buy |
+6,194
| New | +$240K | 0.05% | 128 |
|
|
2020
Q3 | – | Sell |
-4,272
| Closed | -$217K | – | 124 |
|
|
2020
Q2 | $217K | Buy |
+4,272
| New | +$217K | 0.06% | 111 |
|
|
2020
Q1 | – | Sell |
-3,896
| Closed | -$226K | – | 129 |
|
|
2019
Q4 | $226K | Hold |
3,896
| – | – | 0.05% | 124 |
|
|
2019
Q3 | $205K | Buy |
+3,896
| New | +$205K | 0.05% | 139 |
|
|
2019
Q2 | – | Sell |
-3,959
| Closed | -$207K | – | 155 |
|
|
2019
Q1 | $207K | Buy |
+3,959
| New | +$207K | 0.05% | 127 |
|
|
2015
Q4 | – | Sell |
-2,234
| Closed | -$107K | – | 158 |
|
|
2015
Q3 | $107K | Hold |
2,234
| – | – | 0.07% | 96 |
|
|
2015
Q2 | $116K | Hold |
2,234
| – | – | 0.07% | 98 |
|
|
2015
Q1 | $124K | Hold |
2,234
| – | – | 0.08% | 83 |
|
|
2014
Q4 | $119K | Buy |
+2,234
| New | +$119K | 0.08% | 84 |
|