Waldron Private Wealth’s Gilead Sciences GILD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,229
Closed -$945K 347
2024
Q4
$945K Buy
10,229
+327
+3% +$30.2K 0.04% 177
2024
Q3
$830K Buy
9,902
+684
+7% +$57.3K 0.03% 181
2024
Q2
$632K Sell
9,218
-281
-3% -$19.3K 0.03% 200
2024
Q1
$696K Sell
9,499
-829
-8% -$60.7K 0.03% 198
2023
Q4
$837K Buy
10,328
+4
+0% +$324 0.04% 173
2023
Q3
$774K Sell
10,324
-2
-0% -$150 0.04% 174
2023
Q2
$796K Sell
10,326
-383
-4% -$29.5K 0.04% 178
2023
Q1
$889K Buy
10,709
+241
+2% +$20K 0.04% 180
2022
Q4
$645K Hold
10,468
0.04% 210
2022
Q3
$645K Buy
10,468
+1,042
+11% +$64.2K 0.04% 210
2022
Q2
$582K Buy
9,426
+477
+5% +$29.5K 0.03% 227
2022
Q1
$532K Buy
8,949
+233
+3% +$13.9K 0.03% 250
2021
Q4
$632K Sell
8,716
-104
-1% -$7.54K 0.03% 232
2021
Q3
$616K Buy
8,820
+3,289
+59% +$230K 0.04% 200
2021
Q2
$380K Sell
5,531
-4
-0.1% -$275 0.02% 238
2021
Q1
$357K Sell
5,535
-21
-0.4% -$1.35K 0.02% 226
2020
Q4
$323K Sell
5,556
-306
-5% -$17.8K 0.02% 219
2020
Q3
$370K Buy
5,862
+896
+18% +$56.6K 0.03% 194
2020
Q2
$382K Buy
4,966
+529
+12% +$40.7K 0.03% 180
2020
Q1
$331K Buy
4,437
+281
+7% +$21K 0.04% 178
2019
Q4
$270K Sell
4,156
-63
-1% -$4.09K 0.02% 219
2019
Q3
$267K Sell
4,219
-32
-0.8% -$2.03K 0.03% 204
2019
Q2
$287K Sell
4,251
-1,567
-27% -$106K 0.03% 192
2019
Q1
$378K Sell
5,818
-235
-4% -$15.3K 0.04% 164
2018
Q4
$378K Buy
6,053
+1,681
+38% +$105K 0.05% 143
2018
Q3
$337K Buy
4,372
+162
+4% +$12.5K 0.07% 136
2018
Q2
$298K Sell
4,210
-510
-11% -$36.1K 0.06% 136
2018
Q1
$355K Hold
4,720
0.08% 108
2017
Q4
$338K Hold
4,720
0.08% 111
2017
Q3
$382K Hold
4,720
0.11% 89
2017
Q2
$334K Sell
4,720
-5,640
-54% -$399K 0.11% 81
2017
Q1
$711K Buy
10,360
+1,752
+20% +$120K 0.18% 76
2016
Q4
$616K Sell
8,608
-608
-7% -$43.5K 0.21% 55
2016
Q3
$729K Sell
9,216
-459
-5% -$36.3K 0.26% 42
2016
Q2
$807K Sell
9,675
-485
-5% -$40.5K 0.3% 43
2016
Q1
$933K Buy
10,160
+473
+5% +$43.4K 0.35% 36
2015
Q4
$980K Buy
9,687
+3,275
+51% +$331K 0.37% 29
2015
Q3
$629K Buy
6,412
+552
+9% +$54.2K 0.27% 35
2015
Q2
$648K Buy
5,860
+103
+2% +$11.4K 0.26% 31
2015
Q1
$565K Sell
5,757
-526
-8% -$51.6K 0.23% 33
2014
Q4
$592K Sell
6,283
-662
-10% -$62.4K 0.25% 35
2014
Q3
$739K Sell
6,945
-1,536
-18% -$163K 0.35% 27
2014
Q2
$703K Sell
8,481
-1,216
-13% -$101K 0.32% 31
2014
Q1
$687K Buy
9,697
+519
+6% +$36.8K 0.33% 30
2013
Q4
$689K Buy
+9,178
New +$689K 0.31% 29