AWM
Atticus Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78K | Buy |
362
+4
| +1% | +$97 | ﹤0.01% | 487 |
|
|
2025
Q1 | $9.07K | Sell |
358
-100
| -22% | -$2.53K | ﹤0.01% | 386 |
|
|
2024
Q4 | $12.2K | Buy |
458
+3
| +0.7% | +$80 | ﹤0.01% | 375 |
|
|
2024
Q3 | $13.2K | Buy |
455
+4
| +0.9% | +$116 | ﹤0.01% | 369 |
|
|
2024
Q2 | $12.6K | Sell |
451
-893
| -66% | -$25K | ﹤0.01% | 357 |
|
|
2024
Q1 | $37.3K | Sell |
1,344
-1,646
| -55% | -$45.7K | 0.01% | 272 |
|
|
2023
Q4 | $86.1K | Sell |
2,990
-947
| -24% | -$27.3K | 0.03% | 185 |
|
|
2023
Q3 | $131K | Sell |
3,937
-2,233
| -36% | -$74.1K | 0.05% | 154 |
|
|
2023
Q2 | $226K | Sell |
6,170
-525
| -8% | -$19.3K | 0.08% | 121 |
|
|
2023
Q1 | $273K | Sell |
6,695
-2,037
| -23% | -$83.1K | 0.1% | 109 |
|
|
2022
Q4 | $447K | Buy |
8,732
+764
| +10% | +$39.1K | 0.18% | 78 |
|
|
2022
Q3 | $418K | Hold |
7,968
| – | – | 0.2% | 69 |
|
|
2022
Q2 | $418K | Buy |
7,968
+2,292
| +40% | +$120K | 0.17% | 83 |
|
|
2022
Q1 | $294K | Buy |
5,676
+2,202
| +63% | +$114K | 0.11% | 117 |
|
|
2021
Q4 | $205K | Buy |
3,474
+1,301
| +60% | +$76.8K | 0.08% | 120 |
|
|
2021
Q3 | $93K | Sell |
2,173
-2,303
| -51% | -$98.6K | 0.04% | 177 |
|
|
2021
Q2 | $175K | Buy |
4,476
+11
| +0.2% | +$430 | 0.08% | 122 |
|
|
2021
Q1 | $162K | Buy |
4,465
+43
| +1% | +$1.56K | 0.08% | 120 |
|
|
2020
Q4 | $163K | Buy |
4,422
+11
| +0.2% | +$405 | 0.08% | 117 |
|
|
2020
Q3 | $162K | Buy |
4,411
+1
| +0% | +$37 | 0.1% | 99 |
|
|
2020
Q2 | $144K | Buy |
4,410
+17
| +0.4% | +$555 | 0.1% | 106 |
|
|
2020
Q1 | $143K | Buy |
4,393
+36
| +0.8% | +$1.17K | 0.12% | 94 |
|
|
2019
Q4 | $171K | Buy |
+4,357
| New | +$171K | 0.11% | 94 |
|