AWM
Accel Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,148
| Closed | -$236K | – | 262 |
|
|
2024
Q3 | $236K | Sell |
8,148
-169
| -2% | -$4.89K | 0.09% | 212 |
|
|
2024
Q2 | $233K | Buy |
8,317
+932
| +13% | +$26.1K | 0.09% | 201 |
|
|
2024
Q1 | $205K | Buy |
+7,385
| New | +$205K | 0.09% | 213 |
|
|
2023
Q3 | – | Sell |
-5,931
| Closed | -$218K | – | 177 |
|
|
2023
Q2 | $218K | Sell |
5,931
-369
| -6% | -$13.5K | 0.12% | 154 |
|
|
2023
Q1 | $257K | Sell |
6,300
-239
| -4% | -$9.75K | 0.11% | 181 |
|
|
2022
Q4 | $335K | Buy |
6,539
+510
| +8% | +$26.1K | 0.16% | 111 |
|
|
2022
Q3 | $268K | Buy |
6,029
+35
| +0.6% | +$1.56K | 0.14% | 133 |
|
|
2022
Q2 | $310K | Buy |
5,994
+31
| +0.5% | +$1.6K | 0.18% | 107 |
|
|
2022
Q1 | $308K | Buy |
5,963
+258
| +5% | +$13.3K | 0.16% | 111 |
|
|
2021
Q4 | $337K | Sell |
5,705
-1,037
| -15% | -$61.3K | 0.17% | 107 |
|
|
2021
Q3 | $290K | Sell |
6,742
-61
| -0.9% | -$2.62K | 0.19% | 92 |
|
|
2021
Q2 | $266K | Sell |
6,803
-1,152
| -14% | -$45K | 0.18% | 113 |
|
|
2021
Q1 | $288K | Sell |
7,955
-129
| -2% | -$4.67K | 0.23% | 88 |
|
|
2020
Q4 | $298K | Buy |
+8,084
| New | +$298K | 0.28% | 75 |
|