DWM
Darwin Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Sell |
1,339
-205
| -13% | -$4.97K | 0.01% | 236 |
|
|
2025
Q1 | $41K | Hold |
1,544
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $41K | Sell |
1,544
-1,574
| -50% | -$41.8K | 0.01% | 241 |
|
|
2024
Q3 | $90.2K | Buy |
+3,118
| New | +$90.2K | 0.02% | 193 |
|
|
2023
Q2 | – | Sell |
-5,179
| Closed | -$213K | – | 160 |
|
|
2023
Q1 | $213K | Sell |
5,179
-517
| -9% | -$21.3K | 0.06% | 149 |
|
|
2022
Q4 | $273K | Sell |
5,696
-172
| -3% | -$8.23K | 0.07% | 143 |
|
|
2022
Q3 | $256K | Sell |
5,868
-531
| -8% | -$23.2K | 0.06% | 136 |
|
|
2022
Q2 | $318K | Buy |
6,399
+120
| +2% | +$5.96K | 0.06% | 134 |
|
|
2022
Q1 | $325K | Sell |
6,279
-231
| -4% | -$12K | 0.05% | 141 |
|
|
2021
Q4 | $352K | Sell |
6,510
-281
| -4% | -$15.2K | 0.06% | 139 |
|
|
2021
Q3 | $292K | Sell |
6,791
-4,708
| -41% | -$202K | 0.05% | 143 |
|
|
2021
Q2 | $450K | Buy |
11,499
+303
| +3% | +$11.9K | 0.07% | 120 |
|
|
2021
Q1 | $405K | Sell |
11,196
-354
| -3% | -$12.8K | 0.07% | 121 |
|
|
2020
Q4 | $425K | Buy |
11,550
+660
| +6% | +$2.65K | 0.08% | 115 |
|
|
2020
Q3 | $399K | Sell |
10,890
-3,620
| -25% | -$133K | 0.09% | 113 |
|
|
2020
Q2 | $474K | Sell |
14,510
-5,543
| -28% | -$181K | 0.12% | 104 |
|
|
2020
Q1 | $654K | Sell |
20,053
-40,469
| -67% | -$1.32M | 0.21% | 75 |
|
|
2019
Q4 | $2.37M | Buy |
60,522
+2,552
| +4% | +$100K | 0.63% | 66 |
|
|
2019
Q3 | $2.08M | Buy |
57,970
+1,961
| +4% | +$70.5K | 0.62% | 61 |
|
|
2019
Q2 | $2.43M | Buy |
56,009
+945
| +2% | +$40.9K | 0.75% | 61 |
|
|
2019
Q1 | $2.34M | Buy |
55,064
+1,799
| +3% | +$76.4K | 0.77% | 51 |
|
|
2018
Q4 | $2.32M | Buy |
53,265
+581
| +1% | +$25.3K | 1.62% | 21 |
|
|
2018
Q3 | $2.32M | Buy |
52,684
+7,403
| +16% | +$326K | 1.3% | 24 |
|
|
2018
Q2 | $1.65M | Buy |
45,281
+8,165
| +22% | +$297K | 1.07% | 27 |
|
|
2018
Q1 | $1.32M | Buy |
37,116
+4,052
| +12% | +$144K | 0.95% | 28 |
|
|
2017
Q4 | $1.2M | Buy |
33,064
+6,616
| +25% | +$239K | 0.51% | 71 |
|
|
2017
Q3 | $944K | Buy |
26,448
+5,130
| +24% | +$183K | 0.91% | 28 |
|
|
2017
Q2 | $716K | Buy |
21,318
+8,062
| +61% | +$271K | 0.4% | 75 |
|
|
2017
Q1 | $453K | Buy |
13,256
+3,005
| +29% | +$103K | 0.26% | 84 |
|
|
2016
Q4 | $333K | Buy |
10,251
+479
| +5% | +$15.6K | 0.22% | 81 |
|
|
2016
Q3 | $331K | Sell |
9,772
-4,119
| -30% | -$140K | 0.26% | 67 |
|
|
2016
Q2 | $489K | Buy |
+13,891
| New | +$489K | 0.42% | 62 |
|