CWM
Curi Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,159
| Closed | -$523K | – | 101 |
|
|
2023
Q4 | $523K | Sell |
18,159
-4,278
| -19% | -$123K | 0.07% | 86 |
|
|
2023
Q3 | $744K | Sell |
22,437
-702
| -3% | -$23.3K | 0.11% | 71 |
|
|
2023
Q2 | $849K | Buy |
23,139
+597
| +3% | +$21.9K | 0.11% | 76 |
|
|
2023
Q1 | $920K | Sell |
22,542
-7,918
| -26% | -$323K | 0.13% | 73 |
|
|
2022
Q4 | $1.56M | Buy |
30,460
+8,130
| +36% | +$417K | 0.22% | 60 |
|
|
2022
Q3 | $977K | Buy |
22,330
+17,877
| +401% | +$782K | 0.16% | 68 |
|
|
2022
Q2 | $233K | Buy |
4,453
+2,482
| +126% | +$130K | 0.04% | 101 |
|
|
2022
Q1 | $102K | Buy |
1,971
+728
| +59% | +$37.7K | 0.02% | 159 |
|
|
2021
Q4 | $73K | Buy |
+1,243
| New | +$73K | 0.01% | 162 |
|
|
2021
Q1 | – | Sell |
-196
| Closed | -$7K | – | 380 |
|
|
2020
Q4 | $7K | Buy |
+196
| New | +$7K | 0.01% | 288 |
|