CWA
CM Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,518
| Closed | -$320K | – | 148 |
|
|
2024
Q1 | $320K | Buy |
+11,518
| New | +$320K | 0.09% | 128 |
|
|
2023
Q3 | – | Sell |
-5,568
| Closed | -$203K | – | 146 |
|
|
2023
Q2 | $203K | Sell |
5,568
-23,156
| -81% | -$845K | 0.07% | 152 |
|
|
2023
Q1 | $1.11M | Buy |
+28,724
| New | +$1.11M | 0.21% | 134 |
|