Willner & Heller’s GSK GSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-13,595
| Closed | -$556K | – | 157 |
|
2024
Q3 | $556K | Sell |
13,595
-18
| -0.1% | -$736 | 0.5% | 60 |
|
2024
Q2 | $524K | Sell |
13,613
-360
| -3% | -$13.9K | 0.5% | 63 |
|
2024
Q1 | $599K | Hold |
13,973
| – | – | 0.6% | 54 |
|
2023
Q4 | $518K | Buy |
+13,973
| New | +$518K | 0.58% | 56 |
|
2022
Q4 | $606K | Sell |
17,242
-1,797
| -9% | -$63.1K | 0.86% | 39 |
|
2022
Q3 | $560K | Buy |
19,039
+13,102
| +221% | +$385K | 0.9% | 39 |
|
2022
Q2 | $323K | Buy |
5,937
+1,920
| +48% | +$104K | 0.5% | 72 |
|
2022
Q1 | $221K | Buy |
+4,017
| New | +$221K | 0.27% | 129 |
|