CWS
Cypress Wealth Services’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
18,444
+719
| +4% | +$17.4K | 0.08% | 186 |
|
|
2025
Q1 | $449K | Buy |
17,725
+1,059
| +6% | +$26.8K | 0.09% | 164 |
|
|
2024
Q4 | $442K | Sell |
16,666
-5,391
| -24% | -$143K | 0.09% | 164 |
|
|
2024
Q3 | $638K | Buy |
22,057
+4,011
| +22% | +$116K | 0.13% | 121 |
|
|
2024
Q2 | $505K | Sell |
18,046
-1,030
| -5% | -$28.8K | 0.11% | 137 |
|
|
2024
Q1 | $529K | Sell |
19,076
-3,517
| -16% | -$97.6K | 0.12% | 137 |
|
|
2023
Q4 | $650K | Sell |
22,593
-1,385
| -6% | -$39.9K | 0.16% | 109 |
|
|
2023
Q3 | $795K | Buy |
23,978
+5,558
| +30% | +$184K | 0.22% | 90 |
|
|
2023
Q2 | $661K | Sell |
18,420
-2,736
| -13% | -$98.1K | 0.17% | 102 |
|
|
2023
Q1 | $863K | Sell |
21,156
-591
| -3% | -$24.1K | 0.25% | 80 |
|
|
2022
Q4 | $1.11M | Buy |
21,747
+629
| +3% | +$32.2K | 0.36% | 69 |
|
|
2022
Q3 | $894K | Sell |
21,118
-795
| -4% | -$33.7K | 0.3% | 75 |
|
|
2022
Q2 | $1.15M | Buy |
21,913
+1,972
| +10% | +$103K | 0.37% | 64 |
|
|
2022
Q1 | $1.03M | Sell |
19,941
-619
| -3% | -$32K | 0.28% | 65 |
|
|
2021
Q4 | $1.21M | Sell |
20,560
-1,955
| -9% | -$115K | 0.33% | 68 |
|
|
2021
Q3 | $968K | Sell |
22,515
-4,387
| -16% | -$189K | 0.29% | 69 |
|
|
2021
Q2 | $1.05M | Sell |
26,902
-7,450
| -22% | -$292K | 0.29% | 68 |
|
|
2021
Q1 | $1.25M | Sell |
34,352
-389
| -1% | -$14.1K | 0.26% | 78 |
|
|
2020
Q4 | $1.28M | Buy |
+34,741
| New | +$1.28M | 0.29% | 71 |
|
|
2020
Q3 | – | Sell |
-33,162
| Closed | -$1.08M | – | 176 |
|
|
2020
Q2 | $1.08M | Buy |
33,162
+2,321
| +8% | +$75.9K | 0.26% | 90 |
|
|
2020
Q1 | $1.01M | Sell |
30,841
-1,220
| -4% | -$39.8K | 0.3% | 87 |
|
|
2019
Q4 | $1.26M | Buy |
32,061
+612
| +2% | +$24K | 0.32% | 88 |
|
|
2019
Q3 | $1.13M | Buy |
31,449
+2,277
| +8% | +$81.8K | 0.31% | 93 |
|
|
2019
Q2 | $1.26M | Buy |
29,172
+3,559
| +14% | +$154K | 0.36% | 84 |
|
|
2019
Q1 | $1.09M | Buy |
25,613
+2,756
| +12% | +$117K | 0.34% | 85 |
|
|
2018
Q4 | $998K | Sell |
22,857
-785
| -3% | -$34.3K | 0.4% | 76 |
|
|
2018
Q3 | $1.04M | Buy |
23,642
+126
| +0.5% | +$5.55K | 0.37% | 76 |
|
|
2018
Q2 | $853K | Sell |
23,516
-2,897
| -11% | -$105K | 0.32% | 87 |
|
|
2018
Q1 | $937K | Buy |
26,413
+968
| +4% | +$34.3K | 0.4% | 74 |
|
|
2017
Q4 | $922K | Buy |
+25,445
| New | +$922K | 0.38% | 72 |
|