Wealth Architects’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,878
| Closed | -$211K | – | 181 |
|
|
2022
Q2 | $211K | Buy |
3,878
+4
| +0.1% | +$218 | 0.04% | 167 |
|
|
2022
Q1 | $211K | Buy |
3,874
+39
| +1% | +$2.12K | 0.04% | 186 |
|
|
2021
Q4 | $211K | Buy |
+3,835
| New | +$211K | 0.04% | 184 |
|
|
2021
Q3 | – | Sell |
-4,177
| Closed | -$208K | – | 190 |
|
|
2021
Q2 | $208K | Buy |
+4,177
| New | +$208K | 0.04% | 173 |
|
|
2020
Q3 | – | Sell |
-4,080
| Closed | -$208K | – | 152 |
|
|
2020
Q2 | $208K | Buy |
+4,080
| New | +$208K | 0.06% | 126 |
|
|
2020
Q1 | – | Sell |
-3,741
| Closed | -$220K | – | 136 |
|
|
2019
Q4 | $220K | Buy |
+3,741
| New | +$220K | 0.06% | 123 |
|
|
2017
Q3 | – | Sell |
-3,853
| Closed | -$207K | – | 128 |
|
|
2017
Q2 | $207K | Hold |
3,853
| – | – | 0.08% | 111 |
|
|
2017
Q1 | $203K | Buy |
+3,853
| New | +$203K | 0.08% | 115 |
|
|
2016
Q4 | – | Sell |
-3,806
| Closed | -$205K | – | 119 |
|
|
2016
Q3 | $205K | Hold |
3,806
| – | – | 0.09% | 106 |
|
|
2016
Q2 | $206K | Buy |
+3,806
| New | +$206K | 0.1% | 104 |
|
|
2016
Q1 | – | Sell |
-4,222
| Closed | -$213K | – | 117 |
|
|
2015
Q4 | $213K | Sell |
4,222
-596
| -12% | -$30.1K | 0.11% | 108 |
|
|
2015
Q3 | $232K | Buy |
4,818
+830
| +21% | +$40K | 0.12% | 98 |
|
|
2015
Q2 | $208K | Hold |
3,988
| – | – | 0.11% | 113 |
|
|
2015
Q1 | $230K | Sell |
3,988
-194
| -5% | -$11.2K | 0.13% | 89 |
|
|
2014
Q4 | $223K | Buy |
+4,182
| New | +$223K | 0.13% | 90 |
|