GWM
GSB Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
44,695
-7,085
| -14% | -$172K | 0.27% | 99 |
|
|
2025
Q1 | $1.31M | Sell |
51,780
-8,613
| -14% | -$218K | 0.34% | 95 |
|
|
2024
Q4 | $1.6M | Sell |
60,393
-45,187
| -43% | -$1.2M | 0.41% | 76 |
|
|
2024
Q3 | $3.06M | Buy |
105,580
+1,618
| +2% | +$46.8K | 0.78% | 37 |
|
|
2024
Q2 | $2.91M | Buy |
103,962
+4,905
| +5% | +$137K | 0.79% | 36 |
|
|
2024
Q1 | $2.75M | Buy |
99,057
+17,127
| +21% | +$475K | 0.77% | 39 |
|
|
2023
Q4 | $2.36M | Sell |
81,930
-11,068
| -12% | -$319K | 0.73% | 43 |
|
|
2023
Q3 | $3.08M | Buy |
92,998
+4,978
| +6% | +$165K | 1.03% | 22 |
|
|
2023
Q2 | $3.23M | Buy |
88,020
+35,867
| +69% | +$1.32M | 1.05% | 19 |
|
|
2023
Q1 | $2.13M | Sell |
52,153
-7,871
| -13% | -$321K | 0.7% | 46 |
|
|
2022
Q4 | $3.08M | Sell |
60,024
-3,148
| -5% | -$161K | 1.1% | 25 |
|
|
2022
Q3 | $2.76M | Sell |
63,172
-487
| -0.8% | -$21.3K | 1% | 24 |
|
|
2022
Q2 | $3.34M | Buy |
63,659
+219
| +0.3% | +$11.5K | 1.14% | 22 |
|
|
2022
Q1 | $3.28M | Sell |
63,440
-1,824
| -3% | -$94.4K | 0.96% | 28 |
|
|
2021
Q4 | $3.85M | Buy |
65,264
+40,597
| +165% | +$2.4M | 1.11% | 21 |
|
|
2021
Q3 | $1.06M | Sell |
24,667
-40,688
| -62% | -$1.75M | 0.55% | 57 |
|
|
2021
Q2 | $2.56M | Buy |
65,355
+6,783
| +12% | +$266K | 0.8% | 33 |
|
|
2021
Q1 | $2.12M | Buy |
+58,572
| New | +$2.12M | 0.71% | 44 |
|