AWM
Adams Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $644K | Buy |
25,402
+2,426
| +11% | +$61.5K | 0.13% | 92 |
|
|
2024
Q4 | $610K | Buy |
22,976
+4,191
| +22% | +$111K | 0.12% | 86 |
|
|
2024
Q3 | $544K | Sell |
18,785
-1,882
| -9% | -$54.5K | 0.12% | 85 |
|
|
2024
Q2 | $578K | Sell |
20,667
-5,227
| -20% | -$146K | 0.13% | 74 |
|
|
2024
Q1 | $719K | Buy |
25,894
+341
| +1% | +$9.46K | 0.18% | 73 |
|
|
2023
Q4 | $736K | Buy |
25,553
+2,218
| +10% | +$63.9K | 0.22% | 70 |
|
|
2023
Q3 | $774K | Buy |
23,335
+2,116
| +10% | +$70.2K | 0.26% | 62 |
|
|
2023
Q2 | $778K | Buy |
21,219
+1,185
| +6% | +$43.5K | 0.24% | 67 |
|
|
2023
Q1 | $817K | Buy |
20,034
+2,970
| +17% | +$121K | 0.26% | 69 |
|
|
2022
Q4 | $874K | Buy |
17,064
+1,548
| +10% | +$79.3K | 0.31% | 41 |
|
|
2022
Q3 | $679K | Sell |
15,516
-1,296
| -8% | -$56.7K | 0.25% | 43 |
|
|
2022
Q2 | $881K | Sell |
16,812
-409
| -2% | -$21.4K | 0.33% | 24 |
|
|
2022
Q1 | $892K | Sell |
17,221
-822
| -5% | -$42.6K | 0.29% | 27 |
|
|
2021
Q4 | $1.07M | Sell |
18,043
-1,883
| -9% | -$111K | 0.31% | 21 |
|
|
2021
Q3 | $857K | Sell |
19,926
-3,394
| -15% | -$146K | 0.32% | 27 |
|
|
2021
Q2 | $913K | Sell |
23,320
-549
| -2% | -$21.5K | 0.39% | 29 |
|
|
2021
Q1 | $865K | Buy |
23,869
+2,249
| +10% | +$81.5K | 0.4% | 33 |
|
|
2020
Q4 | $796K | Sell |
21,620
-982
| -4% | -$36.2K | 0.5% | 30 |
|
|
2020
Q3 | $829K | Sell |
22,602
-930
| -4% | -$34.1K | 0.65% | 21 |
|
|
2020
Q2 | $769K | Sell |
23,532
-5,006
| -18% | -$164K | 0.79% | 25 |
|
|
2020
Q1 | $931K | Sell |
28,538
-1,611
| -5% | -$52.6K | 1.17% | 15 |
|
|
2019
Q4 | $1.18M | Buy |
+30,149
| New | +$1.18M | 1% | 29 |
|