DWM
Dakota Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Sell |
261,078
-15,648
| -6% | -$379K | 0.13% | 139 |
|
|
2025
Q1 | $7.01M | Sell |
276,726
-11,912
| -4% | -$302K | 0.16% | 116 |
|
|
2024
Q4 | $7.66M | Sell |
288,638
-17,869
| -6% | -$474K | 0.18% | 113 |
|
|
2024
Q3 | $8.87M | Sell |
306,507
-17,606
| -5% | -$510K | 0.2% | 103 |
|
|
2024
Q2 | $9.07M | Sell |
324,113
-17,003
| -5% | -$476K | 0.21% | 95 |
|
|
2024
Q1 | $9.47M | Buy |
341,116
+69,378
| +26% | +$1.93M | 0.24% | 94 |
|
|
2023
Q4 | $7.82M | Sell |
271,738
-17,611
| -6% | -$507K | 0.3% | 87 |
|
|
2023
Q3 | $9.6M | Buy |
289,349
+17,236
| +6% | +$572K | 0.42% | 67 |
|
|
2023
Q2 | $9.98M | Buy |
272,113
+71,450
| +36% | +$2.62M | 0.47% | 57 |
|
|
2023
Q1 | $8.19M | Sell |
200,663
-7,153
| -3% | -$292K | 0.55% | 45 |
|
|
2022
Q4 | $10.6M | Sell |
207,816
-4,475
| -2% | -$229K | 0.75% | 31 |
|
|
2022
Q3 | $9.29M | Sell |
212,291
-55,375
| -21% | -$2.42M | 0.75% | 30 |
|
|
2022
Q2 | $14M | Buy |
267,666
+60,065
| +29% | +$3.15M | 1.29% | 10 |
|
|
2022
Q1 | $10.7M | Buy |
207,601
+186,108
| +866% | +$9.64M | 0.87% | 23 |
|
|
2021
Q4 | $1.27M | Buy |
21,493
+1,085
| +5% | +$64.1K | 0.13% | 143 |
|
|
2021
Q3 | $878K | Buy |
20,408
+497
| +2% | +$21.4K | 0.1% | 168 |
|
|
2021
Q2 | $779K | Buy |
19,911
+1,430
| +8% | +$55.9K | 0.09% | 174 |
|
|
2021
Q1 | $669K | Sell |
18,481
-49,651
| -73% | -$1.8M | 0.09% | 181 |
|
|
2020
Q4 | $2.51M | Sell |
68,132
-53,331
| -44% | -$1.96M | 0.33% | 80 |
|
|
2020
Q3 | $4.46M | Buy |
121,463
+79,972
| +193% | +$2.94M | 0.7% | 42 |
|
|
2020
Q2 | $1.36M | Sell |
41,491
-1,661
| -4% | -$54.3K | 0.23% | 103 |
|
|
2020
Q1 | $1.41M | Buy |
43,152
+16,219
| +60% | +$530K | 0.31% | 84 |
|
|
2019
Q4 | $1.06M | Buy |
26,933
+1,166
| +5% | +$45.7K | 0.17% | 120 |
|
|
2019
Q3 | $926K | Sell |
25,767
-24,245
| -48% | -$871K | 0.16% | 129 |
|
|
2019
Q2 | $2.17M | Sell |
50,012
-19,105
| -28% | -$829K | 0.42% | 72 |
|
|
2019
Q1 | $2.94M | Sell |
69,117
-12,550
| -15% | -$533K | 0.58% | 46 |
|
|
2018
Q4 | $3.59M | Buy |
81,667
+1,360
| +2% | +$59.9K | 0.81% | 35 |
|
|
2018
Q3 | $3.54M | Buy |
80,307
+37,154
| +86% | +$1.64M | 0.8% | 35 |
|
|
2018
Q2 | $1.57M | Buy |
43,153
+34,386
| +392% | +$1.25M | 0.44% | 56 |
|
|
2018
Q1 | $311K | Sell |
8,767
-324
| -4% | -$11.5K | 0.16% | 66 |
|
|
2017
Q4 | $329K | Buy |
9,091
+2,185
| +32% | +$79.1K | 0.17% | 56 |
|
|
2017
Q3 | $247K | Buy |
6,906
+50
| +0.7% | +$1.79K | 0.13% | 57 |
|
|
2017
Q2 | $230K | Sell |
6,856
-501
| -7% | -$16.8K | 0.13% | 58 |
|
|
2017
Q1 | $252K | Buy |
+7,357
| New | +$252K | 0.15% | 56 |
|
|
2016
Q4 | – | Sell |
-6,117
| Closed | -$207K | – | 54 |
|
|
2016
Q3 | $207K | Buy |
6,117
+135
| +2% | +$4.57K | 0.13% | 49 |
|
|
2016
Q2 | $211K | Buy |
+5,982
| New | +$211K | 0.14% | 50 |
|