Summit Trail Advisors’s GSK GSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $403K | Buy |
10,383
+182
| +2% | +$7.07K | 0.01% | 806 |
|
2025
Q1 | $400K | Buy |
10,201
+1,367
| +15% | +$53.6K | 0.01% | 277 |
|
2024
Q4 | $302K | Buy |
8,834
+1,457
| +20% | +$49.8K | 0.01% | 290 |
|
2024
Q3 | $305K | Sell |
7,377
-96
| -1% | -$3.97K | 0.01% | 541 |
|
2024
Q2 | $290K | Buy |
7,473
+2,027
| +37% | +$78.8K | 0.01% | 503 |
|
2024
Q1 | $236K | Buy |
+5,446
| New | +$236K | 0.01% | 526 |
|
2018
Q4 | – | Sell |
-2,954
| Closed | -$150K | – | 166 |
|
2018
Q3 | $150K | Sell |
2,954
-1,084
| -27% | -$55K | 0.03% | 216 |
|
2018
Q2 | $206K | Sell |
4,038
-8,264
| -67% | -$422K | 0.07% | 138 |
|
2018
Q1 | $300K | Buy |
12,302
+3,666
| +42% | +$89.4K | 0.05% | 281 |
|
2017
Q4 | $406K | Buy |
+8,636
| New | +$406K | 0.05% | 259 |
|