UP Strategic Wealth Investment Advisors’s Gilead Sciences GILD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Sell
4,465
-559
-11% -$62K 0.39% 43
2025
Q1
$563K Buy
5,024
+180
+4% +$20.2K 0.5% 38
2024
Q4
$447K Buy
4,844
+241
+5% +$22.3K 0.45% 40
2024
Q3
$386K Buy
+4,603
New +$386K 0.43% 43