CWM
CarsonAllaria Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
10,908
-61
| -0.6% | -$1.48K | 0.14% | 52 |
|
|
2025
Q1 | $278K | Buy |
10,969
+406
| +4% | +$10.3K | 0.16% | 54 |
|
|
2024
Q4 | $280K | Sell |
10,563
-173
| -2% | -$4.59K | 0.16% | 51 |
|
|
2024
Q3 | $311K | Buy |
10,736
+1,075
| +11% | +$31.1K | 0.18% | 47 |
|
|
2024
Q2 | $270K | Sell |
9,661
-59
| -0.6% | -$1.65K | 0.17% | 50 |
|
|
2024
Q1 | $270K | Sell |
9,720
-1,120
| -10% | -$31.1K | 0.17% | 50 |
|
|
2023
Q4 | $312K | Buy |
10,840
+886
| +9% | +$25.5K | 0.22% | 46 |
|
|
2023
Q3 | $330K | Sell |
9,954
-2,079
| -17% | -$69K | 0.27% | 42 |
|
|
2023
Q2 | $441K | Sell |
12,033
-366
| -3% | -$13.4K | 0.35% | 35 |
|
|
2023
Q1 | $506K | Buy |
12,399
+66
| +0.5% | +$2.69K | 0.43% | 34 |
|
|
2022
Q4 | $632K | Sell |
12,333
-65
| -0.5% | -$3.33K | 0.55% | 25 |
|
|
2022
Q3 | $543K | Buy |
12,398
+73
| +0.6% | +$3.2K | 0.5% | 26 |
|
|
2022
Q2 | $646K | Sell |
12,325
-419
| -3% | -$22K | 0.6% | 23 |
|
|
2022
Q1 | $660K | Sell |
12,744
-1,880
| -13% | -$97.4K | 0.59% | 26 |
|
|
2021
Q4 | $864K | Buy |
+14,624
| New | +$864K | 0.76% | 24 |
|