AWM
Activest Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
20,522
+15,240
| +289% | +$369K | 0.12% | 67 |
|
|
2025
Q1 | $134K | Buy |
5,282
+1,530
| +41% | +$38.8K | 0.04% | 113 |
|
|
2024
Q4 | $99.5K | Sell |
3,752
-403
| -10% | -$10.7K | 0.03% | 123 |
|
|
2024
Q3 | $120K | Buy |
4,155
+2,253
| +118% | +$65.2K | 0.04% | 108 |
|
|
2024
Q2 | $53.2K | Buy |
1,902
+28
| +1% | +$784 | 0.02% | 161 |
|
|
2024
Q1 | $52K | Sell |
1,874
-1,041
| -36% | -$28.9K | 0.03% | 111 |
|
|
2023
Q4 | $83.9K | Buy |
2,915
+1,094
| +60% | +$31.5K | 0.05% | 64 |
|
|
2023
Q3 | $60.4K | Buy |
+1,821
| New | +$60.4K | 0.04% | 82 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$30K | – | 363 |
|
|
2021
Q4 | $30K | Sell |
500
-262
| -34% | -$15.7K | 0.02% | 138 |
|
|
2021
Q3 | $33K | Sell |
762
-651
| -46% | -$28.2K | 0.02% | 137 |
|
|
2021
Q2 | $55K | Sell |
1,413
-56
| -4% | -$2.18K | 0.04% | 97 |
|
|
2021
Q1 | $53K | Buy |
+1,469
| New | +$53K | 0.04% | 97 |
|