CWP
CFM Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
13,919
-8,874
| -39% | -$215K | 0.05% | 113 |
|
|
2025
Q1 | $578K | Sell |
22,793
-3,631
| -14% | -$92K | 0.1% | 93 |
|
|
2024
Q4 | $701K | Buy |
26,424
+2,238
| +9% | +$59.4K | 0.12% | 87 |
|
|
2024
Q3 | $700K | Sell |
24,186
-1,611
| -6% | -$46.6K | 0.12% | 89 |
|
|
2024
Q2 | $722K | Buy |
25,797
+61
| +0.2% | +$1.71K | 0.13% | 86 |
|
|
2024
Q1 | $714K | Sell |
25,736
-8,109
| -24% | -$225K | 0.14% | 88 |
|
|
2023
Q4 | $974K | Buy |
33,845
+2,285
| +7% | +$65.8K | 0.22% | 76 |
|
|
2023
Q3 | $1.05M | Buy |
31,560
+1,338
| +4% | +$44.4K | 0.27% | 65 |
|
|
2023
Q2 | $1.11M | Buy |
30,222
+289
| +1% | +$10.6K | 0.27% | 77 |
|
|
2023
Q1 | $1.22M | Sell |
29,933
-1,027
| -3% | -$41.9K | 0.33% | 68 |
|
|
2022
Q4 | $1.59M | Sell |
30,960
-1,117
| -3% | -$57.2K | 0.47% | 58 |
|
|
2022
Q3 | $1.4M | Buy |
32,077
+1,724
| +6% | +$75.5K | 0.45% | 58 |
|
|
2022
Q2 | $1.59M | Sell |
30,353
-292
| -1% | -$15.3K | 0.48% | 54 |
|
|
2022
Q1 | $1.59M | Buy |
30,645
+295
| +1% | +$15.3K | 0.38% | 68 |
|
|
2021
Q4 | $1.72M | Sell |
30,350
-597
| -2% | -$33.8K | 0.38% | 62 |
|
|
2021
Q3 | $1.33M | Hold |
30,947
| – | – | 0.33% | 63 |
|
|
2021
Q2 | $1.21M | Buy |
30,947
+50
| +0.2% | +$1.96K | 0.32% | 63 |
|
|
2021
Q1 | $1.12M | Buy |
30,897
+528
| +2% | +$19.1K | 0.34% | 69 |
|
|
2020
Q4 | $1.12M | Sell |
30,369
-1,525
| -5% | -$56.1K | 0.36% | 63 |
|
|
2020
Q3 | $1.17M | Buy |
31,894
+7,601
| +31% | +$279K | 0.43% | 50 |
|
|
2020
Q2 | $794K | Buy |
24,293
+5,097
| +27% | +$167K | 0.3% | 69 |
|
|
2020
Q1 | $627K | Buy |
19,196
+2,882
| +18% | +$94.1K | 0.29% | 67 |
|
|
2019
Q4 | $663K | Buy |
+16,314
| New | +$663K | 0.24% | 74 |
|