CWP
Concord Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
44,521
-3,828
| -8% | -$92.8K | 0.16% | 126 |
|
|
2025
Q1 | $1.23M | Buy |
48,349
+30,715
| +174% | +$778K | 0.2% | 106 |
|
|
2024
Q4 | $468K | Buy |
17,634
+12,638
| +253% | +$335K | 0.08% | 147 |
|
|
2024
Q3 | $145K | Sell |
4,996
-718
| -13% | -$20.8K | 0.02% | 229 |
|
|
2024
Q2 | $160K | Sell |
5,714
-2,110
| -27% | -$59K | 0.03% | 213 |
|
|
2024
Q1 | $217K | Sell |
7,824
-5,186
| -40% | -$144K | 0.04% | 202 |
|
|
2023
Q4 | $375K | Sell |
13,010
-2,833
| -18% | -$81.6K | 0.08% | 147 |
|
|
2023
Q3 | $526K | Buy |
15,843
+5,412
| +52% | +$180K | 0.11% | 122 |
|
|
2023
Q2 | $383K | Buy |
10,431
+1,647
| +19% | +$60.4K | 0.08% | 129 |
|
|
2023
Q1 | $358K | Sell |
8,784
-12,380
| -58% | -$505K | 0.1% | 105 |
|
|
2022
Q4 | $1.08M | Sell |
21,164
-8,147
| -28% | -$417K | 0.33% | 44 |
|
|
2022
Q3 | $1.28M | Sell |
29,311
-345
| -1% | -$15.1K | 0.41% | 42 |
|
|
2022
Q2 | $1.56M | Buy |
29,656
+1,682
| +6% | +$88.2K | 0.43% | 37 |
|
|
2022
Q1 | $1.45M | Sell |
27,974
-1,656
| -6% | -$85.7K | 0.37% | 36 |
|
|
2021
Q4 | $1.75M | Buy |
29,630
+15,777
| +114% | +$932K | 0.43% | 32 |
|
|
2021
Q3 | $596K | Sell |
13,853
-11,596
| -46% | -$499K | 0.24% | 32 |
|
|
2021
Q2 | $997K | Buy |
25,449
+2,445
| +11% | +$95.8K | 0.29% | 32 |
|
|
2021
Q1 | $833K | Buy |
23,004
+12,715
| +124% | +$460K | 0.28% | 31 |
|
|
2020
Q4 | $379K | Buy |
+10,289
| New | +$379K | 0.29% | 43 |
|