AWS
Aspen Wealth Strategies’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
9,983
+841
| +9% | +$20.4K | 0.15% | 78 |
|
|
2025
Q1 | $232K | Buy |
9,142
+353
| +4% | +$8.95K | 0.15% | 78 |
|
|
2024
Q4 | $233K | Sell |
8,789
-1,418
| -14% | -$37.6K | 0.15% | 76 |
|
|
2024
Q3 | $295K | Buy |
10,207
+1,843
| +22% | +$53.3K | 0.19% | 68 |
|
|
2024
Q2 | $251K | Buy |
8,364
+287
| +4% | +$8.62K | 0.17% | 67 |
|
|
2024
Q1 | $224K | Hold |
8,077
| – | – | 0.15% | 74 |
|
|
2023
Q4 | $233K | Buy |
8,077
+91
| +1% | +$2.62K | 0.17% | 74 |
|
|
2023
Q3 | $265K | Buy |
7,986
+200
| +3% | +$6.62K | 0.21% | 59 |
|
|
2023
Q2 | $286K | Sell |
7,786
-5,233
| -40% | -$192K | 0.22% | 57 |
|
|
2023
Q1 | $531K | Buy |
13,019
+994
| +8% | +$40.6K | 0.41% | 31 |
|
|
2022
Q4 | $616K | Buy |
+12,025
| New | +$616K | 0.49% | 28 |
|