AWM
Aries Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
30,437
+308
| +1% | +$7.47K | 0.19% | 107 |
|
|
2025
Q1 | $763K | Sell |
30,129
-3,090
| -9% | -$78.3K | 0.21% | 105 |
|
|
2024
Q4 | $881K | Hold |
33,219
| – | – | 0.24% | 94 |
|
|
2024
Q3 | $961K | Sell |
33,219
-2,496
| -7% | -$72.2K | 0.26% | 87 |
|
|
2024
Q2 | $999K | Sell |
35,715
-431
| -1% | -$12.1K | 0.31% | 76 |
|
|
2024
Q1 | $1M | Sell |
36,146
-175
| -0.5% | -$4.86K | 0.32% | 79 |
|
|
2023
Q4 | $1.05M | Sell |
36,321
-6,234
| -15% | -$179K | 0.37% | 73 |
|
|
2023
Q3 | $1.42M | Buy |
42,555
+1,696
| +4% | +$56.4K | 0.55% | 49 |
|
|
2023
Q2 | $1.5M | Buy |
40,859
+1,064
| +3% | +$39K | 0.58% | 51 |
|
|
2023
Q1 | $1.62M | Hold |
39,795
| – | – | 0.67% | 44 |
|
|
2022
Q4 | $2.04M | Sell |
39,795
-6
| -0% | -$307 | 0.88% | 30 |
|
|
2022
Q3 | $1.85M | Buy |
39,801
+62
| +0.2% | +$2.89K | 0.82% | 37 |
|
|
2022
Q2 | $2.08M | Buy |
+39,739
| New | +$2.08M | 0.95% | 28 |
|
|
2022
Q1 | – | Sell |
-39,739
| Closed | -$2.35M | – | 179 |
|
|
2021
Q4 | $2.35M | Hold |
39,739
| – | – | 0.89% | 32 |
|
|
2021
Q3 | $1.71M | Hold |
39,739
| – | – | 0.72% | 37 |
|
|
2021
Q2 | $1.56M | Buy |
39,739
+153
| +0.4% | +$5.99K | 0.67% | 40 |
|
|
2021
Q1 | $1.47M | Sell |
39,586
-925
| -2% | -$34.4K | 0.66% | 40 |
|
|
2020
Q4 | $1.5M | Buy |
40,511
+10
| +0% | +$371 | 0.75% | 38 |
|
|
2020
Q3 | $1.49M | Buy |
40,501
+1,555
| +4% | +$57.1K | 0.84% | 35 |
|
|
2020
Q2 | $1.27M | Buy |
38,946
+676
| +2% | +$22.1K | 0.78% | 38 |
|
|
2020
Q1 | $1.26M | Hold |
38,270
| – | – | 0.96% | 30 |
|
|
2019
Q4 | $1.49M | Hold |
38,270
| – | – | 0.91% | 32 |
|
|
2019
Q3 | $1.38M | Sell |
38,270
-2,600
| -6% | -$93.9K | 0.92% | 31 |
|
|
2019
Q2 | $1.8M | Hold |
40,870
| – | – | 1.25% | 22 |
|
|
2019
Q1 | $1.74M | Buy |
40,870
+10,204
| +33% | +$433K | 1.3% | 23 |
|
|
2018
Q4 | $1.34M | Hold |
30,666
| – | – | 1.42% | 20 |
|
|
2018
Q3 | $1.35M | Hold |
30,666
| – | – | 1.21% | 26 |
|
|
2018
Q2 | $1.22M | Sell |
30,666
-154
| -0.5% | -$6.15K | 1.13% | 28 |
|
|
2018
Q1 | $1.11M | Hold |
30,820
| – | – | 1.07% | 31 |
|
|
2017
Q4 | $1.14M | Buy |
+30,820
| New | +$1.14M | 1.05% | 29 |
|