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WR Wealth Planners’s Gilead Sciences GILD Stock Holding History

WR Wealth Planners’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$130K Buy
1,412
+58
+4% +$5.22K 0.04% 199
2024
Q3 		$114K Buy
1,354
+130
+11% +$9.92K 0.03% 252
2024
Q2 		$84K Buy
1,224
+84
+7% +$5.61K 0.03% 267
2024
Q1 		$83.5K Buy
+1,140
New +$87.7K 0.03% 275
2023
Q4 		– Sell
-1,002
Closed -$75.1K – 448
2023
Q3 		$75.1K Sell
1,002
-187
-16% -$14.4K 0.03% 273
2023
Q2 		$91.6K Sell
1,189
-34
-3% -$2.71K 0.04% 253
2023
Q1 		$101K Buy
+1,223
New +$101K 0.04% 234

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's GILD Position: Q4 2024 in Review

WR Wealth Planners increased its Gilead Sciences (GILD) stake by 4.3% in Q4 2024, buying an estimated $5.22K and bringing the position to 1,412 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #199.

WR Wealth Planners first reported a position in GILD in Q1 2023 and has held it in 7 quarters since. 1,888 funds tracked by Wall St. Rank hold GILD as of Q4 2024.

  • WR Wealth Planners held 1,412 shares of Gilead Sciences worth $130K as of Q4 2024.
  • WR Wealth Planners bought 58 Gilead Sciences shares in Q4 2024, an estimated $5.22K.
  • Gilead Sciences made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #199 holding.
  • WR Wealth Planners first reported a position in Gilead Sciences in Q1 2023 and has held it in 7 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.