Cassady Schiller Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $73.9K | Sell |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $87.4K | Sell |
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|
2023
Q4 | $129K | Buy |
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|
2023
Q3 | $141K | Sell |
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|
2023
Q2 | $178K | Buy |
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|
2023
Q1 | $188K | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $278K | Buy |
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