CWM
Cranbrook Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Hold |
4,512
| – | – | 0.02% | 156 |
|
|
2025
Q1 | $114K | Sell |
4,512
-122
| -3% | -$3.09K | 0.03% | 139 |
|
|
2024
Q4 | $123K | Hold |
4,634
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $134K | Buy |
4,634
+9
| +0.2% | +$260 | 0.03% | 134 |
|
|
2024
Q2 | $129K | Hold |
4,625
| – | – | 0.03% | 132 |
|
|
2024
Q1 | $128K | Hold |
4,625
| – | – | 0.03% | 113 |
|
|
2023
Q4 | $133K | Buy |
4,625
+260
| +6% | +$7.49K | 0.04% | 108 |
|
|
2023
Q3 | $145K | Hold |
4,365
| – | – | 0.04% | 98 |
|
|
2023
Q2 | $160K | Hold |
4,365
| – | – | 0.04% | 101 |
|
|
2023
Q1 | $178K | Sell |
4,365
-125
| -3% | -$5.1K | 0.05% | 91 |
|
|
2022
Q4 | $230K | Sell |
4,490
-50
| -1% | -$2.56K | 0.06% | 86 |
|
|
2022
Q3 | $199K | Buy |
4,540
+261
| +6% | +$11.4K | 0.05% | 96 |
|
|
2022
Q2 | $224K | Hold |
4,279
| – | – | 0.06% | 93 |
|
|
2022
Q1 | $221K | Sell |
4,279
-235
| -5% | -$12.1K | 0.05% | 97 |
|
|
2021
Q4 | $267K | Sell |
4,514
-160
| -3% | -$9.46K | 0.06% | 93 |
|
|
2021
Q3 | $201K | Buy |
4,674
+260
| +6% | +$11.2K | 0.05% | 100 |
|
|
2021
Q2 | $173K | Hold |
4,414
| – | – | 0.04% | 106 |
|
|
2021
Q1 | $160K | Hold |
4,414
| – | – | 0.04% | 109 |
|
|
2020
Q4 | $162K | Hold |
4,414
| – | – | 0.04% | 100 |
|
|
2020
Q3 | $162K | Hold |
4,414
| – | – | 0.05% | 92 |
|
|
2020
Q2 | $144K | Hold |
4,414
| – | – | 0.04% | 93 |
|
|
2020
Q1 | $144K | Hold |
4,414
| – | – | 0.05% | 88 |
|
|
2019
Q4 | $173K | Hold |
4,414
| – | – | 0.05% | 89 |
|
|
2019
Q3 | $159K | Hold |
4,414
| – | – | 0.05% | 92 |
|
|
2019
Q2 | $191K | Sell |
4,414
-261
| -6% | -$11.3K | 0.06% | 84 |
|
|
2019
Q1 | $199K | Sell |
4,675
-159
| -3% | -$6.77K | 0.06% | 76 |
|
|
2018
Q4 | $211K | Sell |
4,834
-160
| -3% | -$6.98K | 0.07% | 71 |
|
|
2018
Q3 | $220K | Hold |
4,994
| – | – | 0.08% | 64 |
|
|
2018
Q2 | $181K | Hold |
4,994
| – | – | 0.07% | 66 |
|
|
2018
Q1 | $177K | Hold |
4,994
| – | – | 0.07% | 69 |
|
|
2017
Q4 | $181K | Hold |
4,994
| – | – | 0.07% | 69 |
|
|
2017
Q3 | $178K | Hold |
4,994
| – | – | 0.07% | 67 |
|
|
2017
Q2 | $168K | Hold |
4,994
| – | – | 0.07% | 68 |
|
|
2017
Q1 | $171K | Sell |
4,994
-70
| -1% | -$2.4K | 0.08% | 60 |
|
|
2016
Q4 | $164K | Hold |
5,064
| – | – | 0.08% | 63 |
|
|
2016
Q3 | $172K | Hold |
5,064
| – | – | 0.09% | 59 |
|
|
2016
Q2 | $178K | Sell |
5,064
-60
| -1% | -$2.11K | 0.09% | 58 |
|
|
2016
Q1 | $152K | Hold |
5,124
| – | – | 0.08% | 62 |
|
|
2015
Q4 | $165K | Hold |
5,124
| – | – | 0.09% | 57 |
|
|
2015
Q3 | $161K | Hold |
5,124
| – | – | 0.09% | 54 |
|
|
2015
Q2 | $172K | Sell |
5,124
-463
| -8% | -$15.5K | 0.1% | 56 |
|
|
2015
Q1 | $194K | Sell |
5,587
-16
| -0.3% | -$556 | 0.11% | 53 |
|
|
2014
Q4 | $175K | Hold |
5,603
| – | – | 0.11% | 56 |
|
|
2014
Q3 | $166K | Buy |
5,603
+479
| +9% | +$14.2K | 0.11% | 49 |
|
|
2014
Q2 | $152K | Hold |
5,124
| – | – | 0.1% | 52 |
|
|
2014
Q1 | $165K | Sell |
5,124
-3,000
| -37% | -$96.6K | 0.12% | 47 |
|
|
2013
Q4 | $249K | Buy |
+8,124
| New | +$249K | 0.17% | 54 |
|