AWM
Arista Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
+63,031
| New | +$1.53M | 0.21% | 62 |
|
|
2024
Q1 | – | Sell |
-8,444
| Closed | -$243K | – | 49 |
|
|
2023
Q4 | $243K | Hold |
8,444
| – | – | 0.09% | 48 |
|
|
2023
Q3 | $280K | Hold |
8,444
| – | – | 0.11% | 47 |
|
|
2023
Q2 | $310K | Buy |
8,444
+1,069
| +14% | +$39.2K | 0.13% | 45 |
|
|
2023
Q1 | $301K | Buy |
7,375
+993
| +16% | +$40.5K | 0.16% | 47 |
|
|
2022
Q4 | $327K | Buy |
+6,382
| New | +$327K | 0.21% | 45 |
|