CWM
Congress Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
708,407
+180,608
| +34% | +$4.38M | 0.17% | 150 |
|
|
2025
Q1 | $13.5M | Buy |
527,799
+189,057
| +56% | +$4.82M | 0.16% | 161 |
|
|
2024
Q4 | $8.99M | Sell |
338,742
-112,434
| -25% | -$2.98M | 0.12% | 211 |
|
|
2024
Q3 | $13.1M | Buy |
451,176
+226,661
| +101% | +$6.56M | 0.17% | 173 |
|
|
2024
Q2 | $6.28M | Buy |
224,515
+193,773
| +630% | +$5.42M | 0.1% | 220 |
|
|
2024
Q1 | $853K | Sell |
30,742
-29,392
| -49% | -$816K | 0.01% | 388 |
|
|
2023
Q4 | $1.73M | Buy |
60,134
+19,687
| +49% | +$567K | 0.03% | 331 |
|
|
2023
Q3 | $1.34M | Sell |
40,447
-2,595
| -6% | -$86.1K | 0.03% | 342 |
|
|
2023
Q2 | $1.58M | Sell |
43,042
-379
| -0.9% | -$13.9K | 0.04% | 297 |
|
|
2023
Q1 | $1.77M | Sell |
43,421
-2,923
| -6% | -$119K | 0.04% | 278 |
|
|
2022
Q4 | $2.37M | Buy |
46,344
+1,052
| +2% | +$53.9K | 0.06% | 247 |
|
|
2022
Q3 | $1.98M | Sell |
45,292
-1,646
| -4% | -$72.1K | 0.05% | 272 |
|
|
2022
Q2 | $2.46M | Sell |
46,938
-5,788
| -11% | -$303K | 0.06% | 260 |
|
|
2022
Q1 | $2.73M | Buy |
52,726
+523
| +1% | +$27.1K | 0.06% | 272 |
|
|
2021
Q4 | $3.08M | Buy |
+52,203
| New | +$3.08M | 0.06% | 270 |
|