CWP
Core Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
15,514
-995
| -6% | -$24.1K | 0.19% | 105 |
|
|
2025
Q1 | $418K | Sell |
16,509
-1,996
| -11% | -$50.6K | 0.24% | 96 |
|
|
2024
Q4 | $491K | Buy |
18,505
+1,115
| +6% | +$29.6K | 0.28% | 80 |
|
|
2024
Q3 | $503K | Sell |
17,390
-1,459
| -8% | -$42.2K | 0.31% | 73 |
|
|
2024
Q2 | $527K | Buy |
18,849
+3,102
| +20% | +$86.8K | 0.36% | 64 |
|
|
2024
Q1 | $437K | Buy |
15,747
+413
| +3% | +$11.5K | 0.33% | 65 |
|
|
2023
Q4 | $441K | Sell |
15,334
-2,594
| -14% | -$74.7K | 0.36% | 58 |
|
|
2023
Q3 | $595K | Sell |
17,928
-306
| -2% | -$10.2K | 0.54% | 43 |
|
|
2023
Q2 | $669K | Buy |
18,234
+1,615
| +10% | +$59.2K | 0.62% | 40 |
|
|
2023
Q1 | $678K | Buy |
16,619
+4,765
| +40% | +$194K | 0.68% | 40 |
|
|
2022
Q4 | $854K | Buy |
+11,854
| New | +$854K | 0.96% | 30 |
|