CTWM
Cherry Tree Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Sell |
5,604
-3,488
| -38% | -$84.6K | 0.03% | 189 |
|
|
2025
Q1 | $230K | Buy |
9,092
+18
| +0.2% | +$456 | 0.06% | 148 |
|
|
2024
Q4 | $241K | Buy |
9,074
+19
| +0.2% | +$504 | 0.06% | 149 |
|
|
2024
Q3 | $262K | Buy |
9,055
+17
| +0.2% | +$492 | 0.06% | 147 |
|
|
2024
Q2 | $253K | Buy |
9,038
+17
| +0.2% | +$476 | 0.06% | 146 |
|
|
2024
Q1 | $250K | Buy |
9,021
+18
| +0.2% | +$499 | 0.06% | 146 |
|
|
2023
Q4 | $259K | Buy |
9,003
+15
| +0.2% | +$432 | 0.07% | 135 |
|
|
2023
Q3 | $298K | Buy |
8,988
+13
| +0.1% | +$431 | 0.09% | 114 |
|
|
2023
Q2 | $329K | Buy |
+8,975
| New | +$329K | 0.1% | 110 |
|