GWA
Gratus Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
15,613
-279
| -2% | -$6.76K | 0.06% | 105 |
|
|
2025
Q1 | $403K | Hold |
15,892
| – | – | 0.07% | 100 |
|
|
2024
Q4 | $422K | Sell |
15,892
-1,000
| -6% | -$26.5K | 0.07% | 98 |
|
|
2024
Q3 | $493K | Sell |
16,892
-2,407
| -12% | -$70.3K | 0.08% | 93 |
|
|
2024
Q2 | $578K | Sell |
19,299
-350
| -2% | -$10.5K | 0.1% | 85 |
|
|
2024
Q1 | $499K | Buy |
19,649
+7,903
| +67% | +$201K | 0.09% | 89 |
|
|
2023
Q4 | $338K | Buy |
+11,746
| New | +$338K | 0.07% | 107 |
|