GWA
GGM Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $480K | Sell |
20,816
-294
| -1% | -$6.78K | 0.27% | 76 |
|
|
2024
Q4 | $560K | Buy |
21,110
+187
| +0.9% | +$4.96K | 0.29% | 70 |
|
|
2024
Q3 | $605K | Buy |
20,923
+600
| +3% | +$17.4K | 0.26% | 69 |
|
|
2024
Q2 | $569K | Buy |
20,323
+60
| +0.3% | +$1.68K | 0.26% | 68 |
|
|
2024
Q1 | $543K | Sell |
20,263
-4,539
| -18% | -$122K | 0.25% | 69 |
|
|
2023
Q4 | $681K | Sell |
24,802
-3,853
| -13% | -$106K | 0.28% | 68 |
|
|
2023
Q3 | $950K | Sell |
28,655
-6,975
| -20% | -$231K | 0.41% | 49 |
|
|
2023
Q2 | $1.28M | Buy |
35,630
+173
| +0.5% | +$6.23K | 0.52% | 42 |
|
|
2023
Q1 | $1.45M | Buy |
35,457
+59
| +0.2% | +$2.41K | 0.83% | 30 |
|
|
2022
Q4 | $1.8M | Buy |
35,398
+16
| +0% | +$815 | 0.93% | 27 |
|
|
2022
Q3 | $1.61M | Buy |
35,382
+2,138
| +6% | +$97.5K | 0.87% | 27 |
|
|
2022
Q2 | $1.73M | Buy |
33,244
+29
| +0.1% | +$1.51K | 0.97% | 24 |
|
|
2022
Q1 | $1.67M | Buy |
33,215
+8,403
| +34% | +$421K | 0.83% | 27 |
|
|
2021
Q4 | $1.41M | Buy |
24,812
+16
| +0.1% | +$907 | 1.12% | 22 |
|
|
2021
Q3 | $1.07M | Buy |
24,796
+97
| +0.4% | +$4.18K | 0.85% | 30 |
|
|
2021
Q2 | $996K | Buy |
24,699
+84
| +0.3% | +$3.39K | 0.85% | 31 |
|
|
2021
Q1 | $951K | Buy |
24,615
+38
| +0.2% | +$1.47K | 0.76% | 30 |
|
|
2020
Q4 | $905K | Buy |
+24,577
| New | +$905K | 0.89% | 27 |
|