CWM
Cornerstone Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
96,584
+7,601
| +9% | +$184K | 0.14% | 137 |
|
|
2025
Q1 | $2.25M | Buy |
88,983
+6,592
| +8% | +$167K | 0.15% | 134 |
|
|
2024
Q4 | $2.19M | Buy |
82,391
+4,479
| +6% | +$119K | 0.15% | 140 |
|
|
2024
Q3 | $2.25M | Buy |
77,912
+5,854
| +8% | +$169K | 0.16% | 130 |
|
|
2024
Q2 | $2.02M | Buy |
72,058
+8,513
| +13% | +$238K | 0.16% | 135 |
|
|
2024
Q1 | $1.76M | Buy |
63,545
+10,314
| +19% | +$286K | 0.14% | 138 |
|
|
2023
Q4 | $1.53M | Sell |
53,231
-12,557
| -19% | -$362K | 0.13% | 145 |
|
|
2023
Q3 | $2.18M | Buy |
65,788
+1,297
| +2% | +$43K | 0.21% | 110 |
|
|
2023
Q2 | $2.37M | Sell |
64,491
-2,581
| -4% | -$94.7K | 0.21% | 108 |
|
|
2023
Q1 | $2.74M | Buy |
+67,072
| New | +$2.74M | 0.27% | 87 |
|
|
2022
Q3 | $2.55M | Buy |
58,276
+196
| +0.3% | +$8.58K | 0.28% | 79 |
|
|
2022
Q2 | $3.05M | Buy |
58,080
+3,440
| +6% | +$180K | 0.34% | 64 |
|
|
2022
Q1 | $2.83M | Buy |
54,640
+434
| +0.8% | +$22.5K | 0.27% | 75 |
|
|
2021
Q4 | $3.22M | Buy |
54,206
+1,949
| +4% | +$116K | 0.31% | 75 |
|
|
2021
Q3 | $2.25M | Buy |
52,257
+1,928
| +4% | +$82.9K | 0.24% | 99 |
|
|
2021
Q2 | $1.97M | Sell |
50,329
-678
| -1% | -$26.6K | 0.21% | 109 |
|
|
2021
Q1 | $1.85M | Sell |
51,007
-5,020
| -9% | -$182K | 0.22% | 105 |
|
|
2020
Q4 | $2.06M | Buy |
56,027
+5,416
| +11% | +$199K | 0.26% | 81 |
|
|
2020
Q3 | $1.86M | Buy |
50,611
+6,538
| +15% | +$240K | 0.28% | 73 |
|
|
2020
Q2 | $1.44M | Buy |
44,073
+6,981
| +19% | +$228K | 0.23% | 86 |
|
|
2020
Q1 | $1.21M | Buy |
37,092
+4,152
| +13% | +$136K | 0.23% | 86 |
|
|
2019
Q4 | $1.29M | Sell |
32,940
-2,008
| -6% | -$78.7K | 0.21% | 94 |
|
|
2019
Q3 | $1.26M | Sell |
34,948
-1,276
| -4% | -$45.9K | 0.22% | 93 |
|
|
2019
Q2 | $1.56M | Sell |
36,224
-3,778
| -9% | -$162K | 0.28% | 72 |
|
|
2019
Q1 | $2.88M | Buy |
40,002
+7,289
| +22% | +$525K | 0.35% | 68 |
|
|
2018
Q4 | $1.43M | Sell |
32,713
-1,355,146
| -98% | -$59.1M | 0.3% | 72 |
|
|
2018
Q3 | $38.4M | Buy |
1,387,859
+106,868
| +8% | +$2.96M | 0.48% | 43 |
|
|
2018
Q2 | $35.3M | Buy |
1,280,991
+1,242,876
| +3,261% | +$34.2M | 0.4% | 54 |
|
|
2018
Q1 | $1.35M | Buy |
38,115
+1,744
| +5% | +$61.6K | 0.26% | 78 |
|
|
2017
Q4 | $1.32M | Sell |
36,371
-2,030
| -5% | -$73.8K | 0.25% | 84 |
|
|
2017
Q3 | $1.39M | Buy |
38,401
+4,063
| +12% | +$147K | 0.29% | 73 |
|
|
2017
Q2 | $1.15M | Sell |
34,338
-1,638
| -5% | -$54.7K | 0.26% | 84 |
|
|
2017
Q1 | $1.23M | Buy |
35,976
+7,362
| +26% | +$251K | 0.3% | 72 |
|
|
2016
Q4 | $945K | Buy |
28,614
+7,636
| +36% | +$252K | 0.3% | 67 |
|
|
2016
Q3 | $708K | Buy |
+20,978
| New | +$708K | 0.26% | 72 |
|