WR Wealth Planners’s GSK GSK Stock Holding History

WR Wealth Planners’s Portfolio GSK Stock Details GSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-101	Closed	-$4.13K	–	1139
2024 Q3	$4.13K	Sell	101 -1,000	-91%	-$40.9K	﹤0.01%	775
2024 Q2	$42.4K	Hold	1,101	–	–	0.01%	348
2024 Q1	$47.2K	Buy	+1,101	New	+$45.4K	0.01%	344
2023 Q4	–	Sell	-1,000	Closed	-$36.3K	–	463
2023 Q3	$36.3K	Hold	1,000	–	–	0.01%	358
2023 Q2	$35.6K	Hold	1,000	–	–	0.01%	361
2023 Q1	$35.6K	Buy	+1,000	New	+$35K	0.02%	364
2022 Q3	–	Sell	-78	Closed	-$4.22K	–	536
2022 Q2	$4.22K	Hold	78	–	–	﹤0.01%	354
2022 Q1	$4.22K	Buy	+78	New	+$4.24K	﹤0.01%	370

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WR Wealth Planners sold out of GSK (GSK) in Q4 2024, closing a stake of 101 shares — an estimated $4.13K sold.

WR Wealth Planners first reported a position in GSK in Q1 2022 and held it in 8 quarters. The position peaked at $47.2K in Q1 2024. 849 funds tracked by Wall St. Rank hold GSK as of Q4 2024.

WR Wealth Planners reported no remaining GSK position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 101 GSK shares in Q4 2024, an estimated $4.13K.
WR Wealth Planners first reported a position in GSK in Q1 2022 and held it in 8 quarters.
WR Wealth Planners's GSK position peaked at $47.2K in Q1 2024.
849 funds tracked by Wall St. Rank held GSK as of Q4 2024.

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