CWC
Carolinas Wealth Consulting’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,506
| Closed | -$63.5K | – | 680 |
|
|
2025
Q1 | $63.5K | Sell |
2,506
-485
| -16% | -$12.3K | 0.01% | 318 |
|
|
2024
Q4 | $79.4K | Buy |
2,991
+151
| +5% | +$4.01K | 0.02% | 289 |
|
|
2024
Q3 | $82.2K | Buy |
2,840
+124
| +5% | +$3.59K | 0.01% | 293 |
|
|
2024
Q2 | $76K | Sell |
2,716
-2,265
| -45% | -$63.4K | 0.01% | 303 |
|
|
2024
Q1 | $138K | Sell |
4,981
-10,584
| -68% | -$294K | 0.03% | 222 |
|
|
2023
Q4 | $141K | Sell |
15,565
-142
| -0.9% | -$1.29K | 0.03% | 194 |
|
|
2023
Q3 | $154K | Buy |
15,707
+881
| +6% | +$8.62K | 0.04% | 174 |
|
|
2023
Q2 | $150K | Sell |
14,826
-1,015
| -6% | -$10.3K | 0.03% | 207 |
|
|
2023
Q1 | $207K | Buy |
15,841
+1,073
| +7% | +$14K | 0.04% | 171 |
|
|
2022
Q4 | $202K | Sell |
14,768
-13
| -0.1% | -$178 | 0.05% | 161 |
|
|
2022
Q3 | $175K | Sell |
14,781
-57
| -0.4% | -$675 | 0.04% | 168 |
|
|
2022
Q2 | $210K | Buy |
14,838
+10,917
| +278% | +$155K | 0.05% | 154 |
|
|
2022
Q1 | $203K | Buy |
3,921
+19
| +0.5% | +$984 | 0.04% | 167 |
|
|
2021
Q4 | $230K | Buy |
3,902
+366
| +10% | +$21.6K | 0.05% | 158 |
|
|
2021
Q3 | $152K | Sell |
3,536
-2,543
| -42% | -$109K | 0.04% | 188 |
|
|
2021
Q2 | $238K | Sell |
6,079
-277
| -4% | -$10.8K | 0.05% | 151 |
|
|
2021
Q1 | $230K | Buy |
6,356
+185
| +3% | +$6.69K | 0.06% | 150 |
|
|
2020
Q4 | $227K | Buy |
6,171
+956
| +18% | +$35.2K | 0.06% | 137 |
|
|
2020
Q3 | $191K | Buy |
5,215
+3,267
| +168% | +$120K | 0.06% | 135 |
|
|
2020
Q2 | $64K | Buy |
+1,948
| New | +$64K | 0.03% | 178 |
|