GWM
Guardian Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,205
| Closed | -$55.9K | – | 158 |
|
|
2025
Q1 | $55.9K | Buy |
2,205
+9
| +0.4% | +$228 | 0.04% | 99 |
|
|
2024
Q4 | $58.3K | Buy |
2,196
+9
| +0.4% | +$239 | 0.04% | 110 |
|
|
2024
Q3 | $63.3K | Buy |
2,187
+8
| +0.4% | +$232 | 0.04% | 106 |
|
|
2024
Q2 | $61K | Buy |
2,179
+8
| +0.4% | +$224 | 0.05% | 105 |
|
|
2024
Q1 | $60.2K | Sell |
2,171
-76
| -3% | -$2.11K | 0.05% | 106 |
|
|
2023
Q4 | $64.7K | Buy |
2,247
+1,597
| +246% | +$46K | 0.05% | 101 |
|
|
2023
Q3 | $21.6K | Sell |
650
-608
| -48% | -$20.2K | 0.02% | 133 |
|
|
2023
Q2 | $46.2K | Buy |
1,258
+5
| +0.4% | +$183 | 0.04% | 106 |
|
|
2023
Q1 | $51.1K | Buy |
1,253
+2
| +0.2% | +$82 | 0.05% | 106 |
|
|
2022
Q4 | $64.1K | Buy |
1,251
+4
| +0.3% | +$205 | 0.06% | 106 |
|
|
2022
Q3 | $55K | Sell |
1,247
-73
| -6% | -$3.22K | 0.06% | 100 |
|
|
2022
Q2 | $69K | Buy |
1,320
+1
| +0.1% | +$52 | 0.07% | 99 |
|
|
2022
Q1 | $68K | Buy |
1,319
+6
| +0.5% | +$309 | 0.07% | 106 |
|
|
2021
Q4 | $78K | Buy |
+1,313
| New | +$78K | 0.08% | 97 |
|