WKWM
Walter & Keenan Wealth Management’s Gilead Sciences GILD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-2,780
| Closed | -$214K | – | 144 |
|
2020
Q2 | $214K | Buy |
+2,780
| New | +$214K | 0.09% | 134 |
|
2019
Q1 | – | Sell |
-3,270
| Closed | -$205K | – | 159 |
|
2018
Q4 | $205K | Sell |
3,270
-1,000
| -23% | -$62.7K | 0.09% | 146 |
|
2018
Q3 | $330 | Sell |
4,270
-1,000
| -19% | -$77 | 0.1% | 119 |
|
2018
Q2 | $373K | Sell |
5,270
-830
| -14% | -$58.7K | 0.16% | 112 |
|
2018
Q1 | $460K | Sell |
6,100
-70
| -1% | -$5.28K | 0.2% | 100 |
|
2017
Q4 | $442K | Sell |
6,170
-630
| -9% | -$45.1K | 0.19% | 103 |
|
2017
Q3 | $551K | Buy |
6,800
+3,000
| +79% | +$243K | 0.25% | 84 |
|
2017
Q2 | $269K | Buy |
+3,800
| New | +$269K | 0.14% | 124 |
|
2016
Q3 | – | Sell |
-2,400
| Closed | -$200K | – | 143 |
|
2016
Q2 | $200K | Sell |
2,400
-600
| -20% | -$50K | 0.11% | 132 |
|
2016
Q1 | $276K | Sell |
3,000
-1,000
| -25% | -$92K | 0.16% | 107 |
|
2015
Q4 | $405K | Hold |
4,000
| – | – | 0.24% | 90 |
|
2015
Q3 | $393K | Buy |
4,000
+600
| +18% | +$59K | 0.24% | 89 |
|
2015
Q2 | $398K | Hold |
3,400
| – | – | 0.23% | 92 |
|
2015
Q1 | $334K | Buy |
3,400
+1,000
| +42% | +$98.2K | 0.19% | 110 |
|
2014
Q4 | $226K | Hold |
2,400
| – | – | 0.13% | 127 |
|
2014
Q3 | $255K | Buy |
+2,400
| New | +$255K | 0.15% | 123 |
|