CWM
C2C Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,076
| Closed | -$434K | – | 104 |
|
|
2023
Q4 | $434K | Sell |
16,076
-91,598
| -85% | -$2.47M | 0.37% | 63 |
|
|
2023
Q3 | $3.64M | Buy |
107,674
+22,600
| +27% | +$765K | 0.52% | 18 |
|
|
2023
Q2 | $3.07M | Buy |
85,074
+20,781
| +32% | +$749K | 0.41% | 20 |
|
|
2023
Q1 | $2.66M | Buy |
64,293
+19,394
| +43% | +$803K | 0.43% | 21 |
|
|
2022
Q4 | $2.03M | Sell |
44,899
-7
| -0% | -$316 | 0.35% | 31 |
|
|
2022
Q3 | $2M | Sell |
44,906
-107
| -0.2% | -$4.76K | 0.39% | 30 |
|
|
2022
Q2 | $2.31M | Sell |
45,013
-5,422
| -11% | -$278K | 0.42% | 29 |
|
|
2022
Q1 | $2.52M | Sell |
50,435
-12,402
| -20% | -$619K | 0.43% | 31 |
|
|
2021
Q4 | $3.71M | Buy |
+62,837
| New | +$3.71M | 0.53% | 18 |
|