GSWM
Golden State Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Sell |
26,457
-5,481
| -17% | -$133K | 0.08% | 192 |
|
|
2025
Q1 | $809K | Sell |
31,938
-382
| -1% | -$9.68K | 0.12% | 147 |
|
|
2024
Q4 | $857K | Buy |
+32,320
| New | +$857K | 0.13% | 132 |
|
|
2022
Q1 | $642K | Sell |
12,402
-13,525
| -52% | -$700K | 0.13% | 150 |
|
|
2021
Q4 | $1.53M | Buy |
25,927
+11,926
| +85% | +$704K | 0.26% | 72 |
|
|
2021
Q3 | $602K | Sell |
14,001
-112
| -0.8% | -$4.82K | 0.13% | 144 |
|
|
2021
Q2 | $553K | Buy |
14,113
+1,912
| +16% | +$74.9K | 0.12% | 150 |
|
|
2021
Q1 | $442K | Sell |
12,201
-10,874
| -47% | -$394K | 0.15% | 112 |
|
|
2020
Q4 | $849K | Buy |
23,075
+7,669
| +50% | +$282K | 0.25% | 81 |
|
|
2020
Q3 | $565K | Sell |
15,406
-4,518
| -23% | -$166K | 0.19% | 88 |
|
|
2020
Q2 | $652K | Buy |
19,924
+8,327
| +72% | +$272K | 0.21% | 81 |
|
|
2020
Q1 | $379K | Buy |
11,597
+4,406
| +61% | +$144K | 0.17% | 92 |
|
|
2019
Q4 | $282K | Sell |
7,191
-3,153
| -30% | -$124K | 0.05% | 43 |
|
|
2019
Q3 | $372K | Buy |
10,344
+639
| +7% | +$23K | 0.12% | 138 |
|
|
2019
Q2 | $420K | Sell |
9,705
-115
| -1% | -$4.98K | 0.13% | 135 |
|
|
2019
Q1 | $417K | Buy |
+9,820
| New | +$417K | 0.14% | 135 |
|