CSWM
Cassady Schiller Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $73.9K | Sell |
2,784
-1,133
| -29% | -$30.1K | 0.03% | 175 |
|
|
2024
Q3 | $113K | Sell |
3,917
-41
| -1% | -$1.19K | 0.04% | 151 |
|
|
2024
Q2 | $111K | Buy |
3,958
+807
| +26% | +$22.6K | 0.05% | 150 |
|
|
2024
Q1 | $87.4K | Sell |
3,151
-1,324
| -30% | -$36.7K | 0.04% | 167 |
|
|
2023
Q4 | $129K | Buy |
4,475
+226
| +5% | +$6.51K | 0.06% | 133 |
|
|
2023
Q3 | $141K | Sell |
4,249
-615
| -13% | -$20.4K | 0.08% | 128 |
|
|
2023
Q2 | $178K | Buy |
4,864
+265
| +6% | +$9.72K | 0.1% | 112 |
|
|
2023
Q1 | $188K | Buy |
4,599
+100
| +2% | +$4.08K | 0.09% | 106 |
|
|
2022
Q4 | $231K | Sell |
4,499
-687
| -13% | -$35.2K | 0.14% | 93 |
|
|
2022
Q3 | $227K | Buy |
5,186
+269
| +5% | +$11.8K | 0.13% | 96 |
|
|
2022
Q2 | $258K | Buy |
4,917
+202
| +4% | +$10.6K | 0.14% | 88 |
|
|
2022
Q1 | $244K | Hold |
4,715
| – | – | 0.12% | 95 |
|
|
2021
Q4 | $278K | Buy |
+4,715
| New | +$278K | 0.17% | 77 |
|