CWM
Campbell Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,630
| Closed | -$220K | – | 72 |
|
|
2023
Q3 | $220K | Buy |
6,630
+307
| +5% | +$10.2K | 0.03% | 68 |
|
|
2023
Q2 | $232K | Buy |
6,323
+2
| +0% | +$73 | 0.03% | 61 |
|
|
2023
Q1 | $258K | Sell |
6,321
-177
| -3% | -$7.22K | 0.03% | 57 |
|
|
2022
Q4 | $333K | Sell |
6,498
-31
| -0.5% | -$1.59K | 0.05% | 45 |
|
|
2022
Q3 | $286K | Buy |
6,529
+1,045
| +19% | +$45.8K | 0.04% | 51 |
|
|
2022
Q2 | $288K | Sell |
5,484
-337
| -6% | -$17.7K | 0.04% | 39 |
|
|
2022
Q1 | $301K | Buy |
5,821
+2
| +0% | +$103 | 0.04% | 52 |
|
|
2021
Q4 | $344K | Buy |
5,819
+1
| +0% | +$59 | 0.04% | 50 |
|
|
2021
Q3 | $250K | Buy |
5,818
+2
| +0% | +$86 | 0.03% | 62 |
|
|
2021
Q2 | $228K | Buy |
5,816
+2
| +0% | +$78 | 0.03% | 60 |
|
|
2021
Q1 | $211K | Buy |
5,814
+2
| +0% | +$73 | 0.03% | 66 |
|
|
2020
Q4 | $214K | Buy |
5,812
+52
| +0.9% | +$1.92K | 0.03% | 62 |
|
|
2020
Q3 | $211K | Sell |
5,760
-71
| -1% | -$2.6K | 0.03% | 56 |
|
|
2020
Q2 | $191K | Sell |
5,831
-587
| -9% | -$19.2K | 0.03% | 56 |
|
|
2020
Q1 | $209K | Sell |
6,418
-1,214
| -16% | -$39.5K | 0.05% | 44 |
|
|
2019
Q4 | $299K | Sell |
7,632
-93
| -1% | -$3.64K | 0.06% | 45 |
|
|
2019
Q3 | $278K | Sell |
7,725
-801
| -9% | -$28.8K | 0.06% | 47 |
|
|
2019
Q2 | $369K | Buy |
8,526
+287
| +3% | +$12.4K | 0.09% | 35 |
|
|
2019
Q1 | $350K | Buy |
8,239
+529
| +7% | +$22.5K | 0.09% | 33 |
|
|
2018
Q4 | $337K | Buy |
+7,710
| New | +$337K | 0.1% | 30 |
|