AWM
Allen Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
91,386
-1,130
| -1% | -$27.4K | 1.55% | 12 |
|
|
2025
Q1 | $2.34M | Buy |
92,516
+5,280
| +6% | +$134K | 1.61% | 10 |
|
|
2024
Q4 | $2.31M | Sell |
87,236
-11,703
| -12% | -$310K | 1.66% | 11 |
|
|
2024
Q3 | $2.86M | Buy |
98,939
+14,487
| +17% | +$419K | 1.99% | 9 |
|
|
2024
Q2 | $2.36M | Sell |
84,452
-1,676
| -2% | -$46.9K | 2.1% | 10 |
|
|
2024
Q1 | $2.39M | Buy |
86,128
+8,879
| +11% | +$246K | 2.11% | 9 |
|
|
2023
Q4 | $2.22M | Buy |
+77,249
| New | +$2.22M | 2.18% | 11 |
|