Compass Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,956
| Closed | -$126K | – | 336 |
|
|
2025
Q1 | $126K | Hold |
4,956
| – | – | 0.03% | 176 |
|
|
2024
Q4 | $131K | Sell |
4,956
-4,522
| -48% | -$120K | 0.03% | 175 |
|
|
2024
Q3 | $274K | Buy |
9,478
+322
| +4% | +$9.32K | 0.06% | 142 |
|
|
2024
Q2 | $256K | Buy |
9,156
+1,500
| +20% | +$42K | 0.06% | 143 |
|
|
2024
Q1 | $212K | Buy |
7,656
+2,550
| +50% | +$70.8K | 0.05% | 153 |
|
|
2023
Q4 | $147K | Sell |
5,106
-2,417
| -32% | -$69.6K | 0.04% | 167 |
|
|
2023
Q3 | $250K | Buy |
7,523
+5,200
| +224% | +$172K | 0.08% | 141 |
|
|
2023
Q2 | $85.2K | Hold |
2,323
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $94.8K | Sell |
2,323
-10
| -0.4% | -$408 | 0.03% | 190 |
|
|
2022
Q4 | $120K | Buy |
+2,333
| New | +$120K | 0.04% | 177 |
|