GWAG
Garrett Wealth Advisory Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,135
| Closed | -$510K | – | 117 |
|
|
2025
Q1 | $510K | Buy |
20,135
+1,215
| +6% | +$30.8K | 0.11% | 56 |
|
|
2024
Q4 | $502K | Sell |
18,920
-970
| -5% | -$25.7K | 0.11% | 55 |
|
|
2024
Q3 | $576K | Buy |
19,890
+38
| +0.2% | +$1.1K | 0.14% | 47 |
|
|
2024
Q2 | $555K | Sell |
19,852
-739
| -4% | -$20.7K | 0.2% | 41 |
|
|
2024
Q1 | $571K | Sell |
20,591
-1,007
| -5% | -$27.9K | 0.23% | 29 |
|
|
2023
Q4 | $622K | Buy |
+21,598
| New | +$622K | 0.26% | 26 |
|
|
2023
Q1 | – | Sell |
-3,974
| Closed | -$204K | – | 47 |
|
|
2022
Q4 | $204K | Buy |
+3,974
| New | +$204K | 0.1% | 46 |
|
|
2022
Q3 | – | Sell |
-3,946
| Closed | -$207K | – | 47 |
|
|
2022
Q2 | $207K | Buy |
3,946
+13
| +0.3% | +$682 | 0.11% | 47 |
|
|
2022
Q1 | $204K | Sell |
3,933
-98
| -2% | -$5.08K | 0.1% | 61 |
|
|
2021
Q4 | $238K | Buy |
+4,031
| New | +$238K | 0.12% | 53 |
|
|
2019
Q4 | – | Sell |
-4,296
| Closed | -$154K | – | 485 |
|
|
2019
Q3 | $154K | Buy |
+4,296
| New | +$154K | 0.11% | 60 |
|
|
2019
Q2 | – | Sell |
-4,883
| Closed | -$207K | – | 53 |
|
|
2019
Q1 | $207K | Buy |
4,883
+134
| +3% | +$5.68K | 0.17% | 51 |
|
|
2018
Q4 | $206K | Buy |
+4,749
| New | +$206K | 0.19% | 44 |
|