AWM
Axxcess Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
160,218
-2,808
| -2% | -$68.1K | 0.09% | 175 |
|
|
2025
Q1 | $4.13M | Sell |
163,026
-31,881
| -16% | -$808K | 0.11% | 154 |
|
|
2024
Q4 | $5.17M | Buy |
194,907
+1,696
| +0.9% | +$45K | 0.12% | 138 |
|
|
2024
Q3 | $5.59M | Sell |
193,211
-26,738
| -12% | -$774K | 0.14% | 125 |
|
|
2024
Q2 | $6.15M | Sell |
219,949
-8,171
| -4% | -$229K | 0.16% | 109 |
|
|
2024
Q1 | $6.33M | Buy |
228,120
+10,384
| +5% | +$288K | 0.17% | 104 |
|
|
2023
Q4 | $6.27M | Buy |
217,736
+36,311
| +20% | +$1.05M | 0.18% | 108 |
|
|
2023
Q3 | $6.02M | Buy |
181,425
+116,243
| +178% | +$3.86M | 0.21% | 98 |
|
|
2023
Q2 | $2.39M | Sell |
65,182
-54,100
| -45% | -$1.98M | 0.17% | 111 |
|
|
2023
Q1 | $4.87M | Sell |
119,282
-537
| -0.4% | -$21.9K | 0.37% | 62 |
|
|
2022
Q4 | $6.14M | Buy |
119,819
+51,734
| +76% | +$2.65M | 0.51% | 44 |
|
|
2022
Q3 | $2.98M | Buy |
68,085
+528
| +0.8% | +$23.1K | 0.28% | 76 |
|
|
2022
Q2 | $3.54M | Buy |
67,557
+9,854
| +17% | +$517K | 0.33% | 67 |
|
|
2022
Q1 | $2.99M | Sell |
57,703
-5,725
| -9% | -$296K | 0.23% | 83 |
|
|
2021
Q4 | $3.75M | Buy |
+63,428
| New | +$3.75M | 0.27% | 70 |
|