CAWM
Capital Advisors Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
9,941
+752
| +8% | +$18.2K | 0.04% | 174 |
|
|
2025
Q1 | $233K | Sell |
9,189
-347
| -4% | -$8.79K | 0.04% | 164 |
|
|
2024
Q4 | $253K | Sell |
9,536
-546
| -5% | -$14.5K | 0.05% | 150 |
|
|
2024
Q3 | $292K | Buy |
10,082
+1,152
| +13% | +$33.3K | 0.05% | 131 |
|
|
2024
Q2 | $250K | Buy |
8,930
+1,639
| +22% | +$45.9K | 0.05% | 131 |
|
|
2024
Q1 | $202K | Buy |
+7,291
| New | +$202K | 0.04% | 151 |
|
|
2023
Q4 | – | Sell |
-8,107
| Closed | -$269K | – | 150 |
|
|
2023
Q3 | $269K | Sell |
8,107
-446
| -5% | -$14.8K | 0.07% | 107 |
|
|
2023
Q2 | $314K | Buy |
8,553
+205
| +2% | +$7.52K | 0.08% | 97 |
|
|
2023
Q1 | $341K | Sell |
8,348
-104
| -1% | -$4.24K | 0.09% | 96 |
|
|
2022
Q4 | $433K | Buy |
8,452
+1,527
| +22% | +$78.2K | 0.13% | 77 |
|
|
2022
Q3 | $303K | Buy |
6,925
+48
| +0.7% | +$2.1K | 0.1% | 92 |
|
|
2022
Q2 | $361K | Buy |
6,877
+800
| +13% | +$42K | 0.12% | 78 |
|
|
2022
Q1 | $315K | Buy |
6,077
+1,863
| +44% | +$96.6K | 0.1% | 89 |
|
|
2021
Q4 | $249K | Buy |
+4,214
| New | +$249K | 0.08% | 104 |
|