GWMIA
Global Wealth Management Investment Advisory’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-633
| Closed | -$18.2K | – | 349 |
|
|
2023
Q4 | $18.2K | Sell |
633
-75,922
| -99% | -$2.19M | ﹤0.01% | 257 |
|
|
2023
Q3 | $2.54M | Buy |
76,555
+6,956
| +10% | +$231K | 0.71% | 50 |
|
|
2023
Q2 | $2.55M | Buy |
69,599
+1,509
| +2% | +$55.4K | 0.7% | 51 |
|
|
2023
Q1 | $2.78M | Buy |
68,090
+2,512
| +4% | +$102K | 0.84% | 46 |
|
|
2022
Q4 | $3.36M | Buy |
65,578
+19,545
| +42% | +$1M | 1.09% | 32 |
|
|
2022
Q3 | $2.01M | Buy |
46,033
+1,645
| +4% | +$72K | 0.72% | 52 |
|
|
2022
Q2 | $2.33M | Buy |
44,388
+3,019
| +7% | +$158K | 0.78% | 46 |
|
|
2022
Q1 | $2.14M | Sell |
41,369
-4,048
| -9% | -$210K | 0.64% | 57 |
|
|
2021
Q4 | $2.68M | Buy |
45,417
+501
| +1% | +$29.6K | 0.81% | 46 |
|
|
2021
Q3 | $1.93M | Sell |
44,916
-846
| -2% | -$36.4K | 0.61% | 58 |
|
|
2021
Q2 | $1.79M | Buy |
45,762
+1,616
| +4% | +$63.3K | 0.6% | 61 |
|
|
2021
Q1 | $1.6M | Sell |
44,146
-19,702
| -31% | -$714K | 0.58% | 64 |
|
|
2020
Q4 | $2.35M | Buy |
63,848
+2,322
| +4% | +$85.5K | 0.91% | 36 |
|
|
2020
Q3 | $2.26M | Buy |
61,526
+634
| +1% | +$23.3K | 0.98% | 32 |
|
|
2020
Q2 | $1.99M | Buy |
60,892
+1,690
| +3% | +$55.3K | 0.85% | 41 |
|
|
2020
Q1 | $1.93M | Buy |
59,202
+4,753
| +9% | +$155K | 0.97% | 34 |
|
|
2019
Q4 | $2.13M | Buy |
54,449
+7,278
| +15% | +$285K | 0.9% | 36 |
|
|
2019
Q3 | $1.7M | Buy |
47,171
+4,438
| +10% | +$159K | 0.78% | 53 |
|
|
2019
Q2 | $1.85M | Buy |
42,733
+5,990
| +16% | +$259K | 0.9% | 39 |
|
|
2019
Q1 | $1.56M | Buy |
36,743
+32,894
| +855% | +$1.4M | 0.81% | 46 |
|
|
2018
Q4 | $168K | Buy |
+3,849
| New | +$168K | 0.1% | 141 |
|