CWP
Curated Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
41,822
-2,651
| -6% | -$64.3K | 0.12% | 56 |
|
|
2025
Q1 | $1.13M | Sell |
44,473
-864
| -2% | -$21.9K | 0.15% | 45 |
|
|
2024
Q4 | $1.2M | Buy |
45,337
+9,236
| +26% | +$245K | 0.14% | 42 |
|
|
2024
Q3 | $1.04M | Buy |
36,101
+648
| +2% | +$18.8K | 0.13% | 45 |
|
|
2024
Q2 | $992K | Buy |
+35,453
| New | +$992K | 0.14% | 44 |
|
|
2024
Q1 | – | Sell |
-28,426
| Closed | -$818K | – | 103 |
|
|
2023
Q4 | $818K | Buy |
28,426
+18,929
| +199% | +$545K | 0.13% | 56 |
|
|
2023
Q3 | $315K | Sell |
9,497
-1,259
| -12% | -$41.8K | 0.06% | 102 |
|
|
2023
Q2 | $395K | Sell |
10,756
-10,803
| -50% | -$396K | 0.08% | 81 |
|
|
2023
Q1 | $880K | Sell |
21,559
-345
| -2% | -$14.1K | 0.2% | 38 |
|
|
2022
Q4 | $1.12M | Sell |
21,904
-2,138
| -9% | -$110K | 0.27% | 32 |
|
|
2022
Q3 | $1.05M | Buy |
24,042
+103
| +0.4% | +$4.52K | 0.31% | 27 |
|
|
2022
Q2 | $1.25M | Buy |
23,939
+4,036
| +20% | +$211K | 0.37% | 23 |
|
|
2022
Q1 | $1.18M | Hold |
19,903
| – | – | 0.4% | 30 |
|
|
2021
Q4 | $1.18M | Buy |
19,903
+15
| +0.1% | +$886 | 0.38% | 31 |
|
|
2021
Q3 | $855K | Sell |
19,888
-342
| -2% | -$14.7K | 0.48% | 36 |
|
|
2021
Q2 | $792K | Buy |
20,230
+2,533
| +14% | +$99.2K | 0.43% | 38 |
|
|
2021
Q1 | $641K | Buy |
17,697
+3,148
| +22% | +$114K | 0.39% | 46 |
|
|
2020
Q4 | $535K | Buy |
+14,549
| New | +$535K | 0.35% | 54 |
|