AWM
Able Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
21,128
+413
| +2% | +$10K | 0.26% | 63 |
|
|
2025
Q1 | $525K | Sell |
20,715
-7,925
| -28% | -$201K | 0.31% | 59 |
|
|
2024
Q4 | $760K | Buy |
28,640
+224
| +0.8% | +$5.94K | 0.5% | 47 |
|
|
2024
Q3 | $822K | Buy |
28,416
+182
| +0.6% | +$5.27K | 0.62% | 39 |
|
|
2024
Q2 | $790K | Sell |
28,234
-248
| -0.9% | -$6.94K | 0.65% | 35 |
|
|
2024
Q1 | $790K | Sell |
28,482
-3,789
| -12% | -$105K | 0.69% | 33 |
|
|
2023
Q4 | $929K | Buy |
+32,271
| New | +$929K | 0.84% | 25 |
|