CW
Connectus Wealth’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.98M | Sell |
71,258
-28,506
| -29% | -$791K | 0.05% | 184 |
|
|
2023
Q4 | $2.87M | Sell |
99,764
-85,487
| -46% | -$2.46M | 0.06% | 213 |
|
|
2023
Q3 | $6.15M | Buy |
185,251
+6,422
| +4% | +$213K | 0.14% | 147 |
|
|
2023
Q2 | $6.56M | Sell |
178,829
-489,225
| -73% | -$17.9M | 0.15% | 124 |
|
|
2023
Q1 | $27.3M | Buy |
668,054
+30,820
| +5% | +$1.26M | 0.67% | 47 |
|
|
2022
Q4 | $32.7M | Buy |
637,234
+9,163
| +1% | +$470K | 0.77% | 36 |
|
|
2022
Q3 | $27.5M | Buy |
628,071
+29,865
| +5% | +$1.31M | 0.57% | 45 |
|
|
2022
Q2 | $31.4M | Buy |
598,206
+66,736
| +13% | +$3.5M | 0.72% | 31 |
|
|
2022
Q1 | $31.4M | Sell |
531,470
-98,143
| -16% | -$5.8M | 0.99% | 26 |
|
|
2021
Q4 | $37.2M | Buy |
+629,613
| New | +$37.2M | 1.44% | 14 |
|