GWM
GDS Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,846
| Closed | -$273K | – | 148 |
|
|
2024
Q1 | $273K | Sell |
9,846
-1,643
| -14% | -$45.6K | 0.03% | 114 |
|
|
2023
Q4 | $331K | Sell |
11,489
-191
| -2% | -$5.5K | 0.04% | 105 |
|
|
2023
Q3 | $387K | Sell |
11,680
-1,568
| -12% | -$52K | 0.06% | 87 |
|
|
2023
Q2 | $486K | Sell |
13,248
-745
| -5% | -$27.3K | 0.08% | 82 |
|
|
2023
Q1 | $571K | Sell |
13,993
-7,538
| -35% | -$308K | 0.1% | 70 |
|
|
2022
Q4 | $1.1M | Sell |
21,531
-5,122
| -19% | -$262K | 0.21% | 53 |
|
|
2022
Q3 | $1.17M | Sell |
26,653
-314
| -1% | -$13.7K | 0.26% | 51 |
|
|
2022
Q2 | $1.41M | Sell |
26,967
-526
| -2% | -$27.6K | 0.32% | 50 |
|
|
2022
Q1 | $1.43M | Buy |
27,493
+16
| +0.1% | +$829 | 0.31% | 53 |
|
|
2021
Q4 | $1.62M | Buy |
+27,477
| New | +$1.62M | 0.36% | 51 |
|