CWM
Centric Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
121,380
+15,219
| +14% | +$374K | 0.71% | 49 |
|
|
2025
Q1 | $2.69M | Buy |
106,161
+20,164
| +23% | +$511K | 0.71% | 50 |
|
|
2024
Q4 | $2.28M | Buy |
85,997
+54,736
| +175% | +$1.45M | 0.62% | 50 |
|
|
2024
Q3 | $855K | Sell |
31,261
-13
| -0% | -$356 | 0.23% | 89 |
|
|
2024
Q2 | $962K | Sell |
31,274
-51,842
| -62% | -$1.6M | 0.28% | 69 |
|
|
2024
Q1 | $2.13M | Sell |
83,116
-727
| -0.9% | -$18.6K | 0.68% | 44 |
|
|
2023
Q4 | $2.23M | Buy |
83,843
+11,849
| +16% | +$315K | 0.73% | 38 |
|
|
2023
Q3 | $2.39M | Buy |
71,994
+1,101
| +2% | +$36.5K | 1% | 26 |
|
|
2023
Q2 | $2.53M | Buy |
70,893
+55,796
| +370% | +$1.99M | 1.01% | 24 |
|
|
2023
Q1 | $616K | Sell |
15,097
-28
| -0.2% | -$1.14K | 0.27% | 64 |
|
|
2022
Q4 | $775K | Sell |
15,125
-3,309
| -18% | -$170K | 0.39% | 56 |
|
|
2022
Q3 | $807K | Sell |
18,434
-550
| -3% | -$24.1K | 0.32% | 74 |
|
|
2022
Q2 | $995K | Sell |
18,984
-610
| -3% | -$32K | 0.37% | 76 |
|
|
2022
Q1 | $1.01M | Buy |
19,594
+333
| +2% | +$17.2K | 0.32% | 79 |
|
|
2021
Q4 | $1.14M | Buy |
19,261
+58
| +0.3% | +$3.42K | 0.37% | 68 |
|
|
2021
Q3 | $826K | Buy |
19,203
+45
| +0.2% | +$1.94K | 0.3% | 76 |
|
|
2021
Q2 | $750K | Sell |
19,158
-59,029
| -75% | -$2.31M | 0.26% | 84 |
|
|
2021
Q1 | $2.83M | Buy |
78,187
+38,745
| +98% | +$1.4M | 0.81% | 23 |
|
|
2020
Q4 | $1.45M | Buy |
39,442
+5,620
| +17% | +$207K | 0.45% | 59 |
|
|
2020
Q3 | $1.17M | Buy |
+33,822
| New | +$1.17M | 0.88% | 27 |
|
|
2020
Q2 | – | Sell |
-33,822
| Closed | -$1.17M | – | 150 |
|
|
2020
Q1 | $1.17M | Sell |
33,822
-1,710
| -5% | -$59.4K | 0.88% | 27 |
|
|
2019
Q4 | $1.39M | Buy |
35,532
+1,710
| +5% | +$67K | 1.11% | 20 |
|
|
2019
Q3 | $1.17M | Buy |
33,822
+8,144
| +32% | +$283K | 0.88% | 27 |
|
|
2019
Q2 | $1.11M | Buy |
25,678
+172
| +0.7% | +$7.45K | 0.97% | 26 |
|
|
2019
Q1 | $1.08M | Buy |
25,506
+47
| +0.2% | +$2K | 1% | 24 |
|
|
2018
Q4 | $1.11M | Buy |
+25,459
| New | +$1.11M | 0.98% | 19 |
|