GWANC
Guardian Wealth Advisors (North Carolina)’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
41,482
+449
| +1% | +$10.9K | 0.07% | 141 |
|
|
2025
Q1 | $1.04M | Buy |
41,033
+871
| +2% | +$22.1K | 0.08% | 126 |
|
|
2024
Q4 | $1.07M | Buy |
40,162
+176
| +0.4% | +$4.67K | 0.08% | 125 |
|
|
2024
Q3 | $1.16M | Sell |
39,986
-10,652
| -21% | -$308K | 0.12% | 92 |
|
|
2024
Q2 | $1.42M | Sell |
50,638
-3,864
| -7% | -$108K | 0.17% | 77 |
|
|
2024
Q1 | $1.51M | Buy |
54,502
+3,276
| +6% | +$90.9K | 0.19% | 76 |
|
|
2023
Q4 | $1.47M | Buy |
51,226
+1,827
| +4% | +$52.6K | 0.22% | 67 |
|
|
2023
Q3 | $1.64M | Buy |
49,399
+1,004
| +2% | +$33.3K | 0.28% | 58 |
|
|
2023
Q2 | $1.78M | Buy |
48,395
+22
| +0% | +$807 | 0.3% | 41 |
|
|
2023
Q1 | $1.97M | Sell |
48,373
-464
| -1% | -$18.9K | 0.35% | 32 |
|
|
2022
Q4 | $2.5M | Buy |
48,837
+74
| +0.2% | +$3.79K | 0.48% | 26 |
|
|
2022
Q3 | $2.13M | Buy |
48,763
+5,565
| +13% | +$244K | 0.4% | 28 |
|
|
2022
Q2 | $2.27M | Buy |
43,198
+33,452
| +343% | +$1.75M | 0.41% | 25 |
|
|
2022
Q1 | $505K | Buy |
9,746
+1,612
| +20% | +$83.5K | 0.22% | 84 |
|
|
2021
Q4 | $480K | Buy |
+8,134
| New | +$480K | 0.21% | 92 |
|