CPWM
Cypress Point Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
+11,714
| New | +$284K | 0.07% | 73 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$9K | – | 119 |
|
|
2021
Q3 | $9K | Hold |
200
| – | – | 0.01% | 118 |
|
|
2021
Q2 | $8K | Hold |
200
| – | – | 0.01% | 153 |
|
|
2021
Q1 | $7K | Sell |
200
-25,200
| -99% | -$882K | 0.01% | 88 |
|
|
2020
Q4 | $935K | Buy |
+25,400
| New | +$935K | 1.42% | 17 |
|