DWM
Destination Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
820,468
+48,068
| +6% | +$1.17M | 0.58% | 60 |
|
|
2025
Q1 | $19.6M | Buy |
772,400
+88,729
| +13% | +$2.25M | 0.62% | 60 |
|
|
2024
Q4 | $18.1M | Sell |
683,671
-20,257
| -3% | -$537K | 0.57% | 60 |
|
|
2024
Q3 | $20.4M | Buy |
703,928
+38,907
| +6% | +$1.13M | 0.63% | 60 |
|
|
2024
Q2 | $18.6M | Buy |
665,021
+34,275
| +5% | +$959K | 0.61% | 60 |
|
|
2024
Q1 | $17.5M | Buy |
630,746
+108,068
| +21% | +$3M | 0.58% | 60 |
|
|
2023
Q4 | $15M | Sell |
522,678
-78,657
| -13% | -$2.26M | 0.52% | 63 |
|
|
2023
Q3 | $19.9M | Buy |
601,335
+22,816
| +4% | +$757K | 0.78% | 49 |
|
|
2023
Q2 | $21.2M | Buy |
578,519
+12,326
| +2% | +$452K | 0.79% | 45 |
|
|
2023
Q1 | $23.1M | Buy |
566,193
+12,207
| +2% | +$498K | 0.88% | 39 |
|
|
2022
Q4 | $28.4M | Sell |
553,986
-12,609
| -2% | -$646K | 1.13% | 30 |
|
|
2022
Q3 | $24.8M | Sell |
566,595
-1,728
| -0.3% | -$75.6K | 1.04% | 32 |
|
|
2022
Q2 | $29.8M | Sell |
568,323
-5,239
| -0.9% | -$275K | 1.2% | 28 |
|
|
2022
Q1 | $29.7M | Sell |
573,562
-9,367
| -2% | -$485K | 1.1% | 28 |
|
|
2021
Q4 | $34.4M | Sell |
582,929
-218
| -0% | -$12.9K | 1.22% | 27 |
|
|
2021
Q3 | $25.1M | Sell |
583,147
-582
| -0.1% | -$25K | 0.97% | 33 |
|
|
2021
Q2 | $22.9M | Buy |
583,729
+16,603
| +3% | +$650K | 0.88% | 38 |
|
|
2021
Q1 | $20.5M | Buy |
567,126
+32,374
| +6% | +$1.17M | 0.85% | 38 |
|
|
2020
Q4 | $19.7M | Buy |
534,752
+6,201
| +1% | +$228K | 0.86% | 39 |
|
|
2020
Q3 | $19.4M | Buy |
528,551
+6,250
| +1% | +$229K | 0.98% | 33 |
|
|
2020
Q2 | $17.1M | Buy |
522,301
+7,709
| +1% | +$252K | 0.92% | 34 |
|
|
2020
Q1 | $16.8M | Buy |
514,592
+7,810
| +2% | +$255K | 1.03% | 32 |
|
|
2019
Q4 | $19.9M | Buy |
506,782
+15,653
| +3% | +$613K | 1.01% | 32 |
|
|
2019
Q3 | $17.6M | Buy |
491,129
+24,520
| +5% | +$881K | 0.96% | 35 |
|
|
2019
Q2 | $20.2M | Sell |
466,609
-7,733
| -2% | -$335K | 1.11% | 30 |
|
|
2019
Q1 | $20.1M | Sell |
474,342
-16,408
| -3% | -$697K | 1.13% | 31 |
|
|
2018
Q4 | $21.4M | Sell |
490,750
-11,932
| -2% | -$521K | 1.29% | 30 |
|
|
2018
Q3 | $22.2M | Buy |
502,682
+2,043
| +0.4% | +$90K | 1.23% | 31 |
|
|
2018
Q2 | $18.2M | Buy |
500,639
+500,587
| +962,667% | +$18.2M | 1.09% | 31 |
|
|
2018
Q1 | $1K | Sell |
52
-148,190
| -100% | -$2.85M | ﹤0.01% | 550 |
|
|
2017
Q4 | $5.37M | Buy |
148,242
+2,307
| +2% | +$83.6K | 0.33% | 59 |
|
|
2017
Q3 | $5.21M | Buy |
145,935
+110
| +0.1% | +$3.93K | 0.33% | 57 |
|
|
2017
Q2 | $4.9M | Buy |
145,825
+1,973
| +1% | +$66.3K | 0.33% | 60 |
|
|
2017
Q1 | $4.92M | Buy |
143,852
+21,307
| +17% | +$729K | 0.34% | 54 |
|
|
2016
Q4 | $3.98M | Buy |
122,545
+31,948
| +35% | +$1.04M | 0.29% | 58 |
|
|
2016
Q3 | $3.07M | Buy |
90,597
+19,948
| +28% | +$676K | 0.24% | 62 |
|
|
2016
Q2 | $2.49M | Buy |
70,649
+38,570
| +120% | +$1.36M | 0.2% | 64 |
|
|
2016
Q1 | $1.04M | Hold |
32,079
| – | – | 0.1% | 78 |
|
|
2015
Q4 | $1.04M | Buy |
32,079
+484
| +2% | +$15.6K | 0.1% | 78 |
|
|
2015
Q3 | $992K | Sell |
31,595
-86,429
| -73% | -$2.71M | 0.11% | 70 |
|
|
2015
Q2 | $3.96M | Buy |
118,024
+102,795
| +675% | +$3.45M | 0.26% | 71 |
|
|
2015
Q1 | $530K | Buy |
15,229
+2,928
| +24% | +$102K | 0.06% | 75 |
|
|
2014
Q4 | $383K | Buy |
12,301
+1,436
| +13% | +$44.7K | 0.04% | 86 |
|
|
2014
Q3 | $321K | Buy |
10,865
+453
| +4% | +$13.4K | 0.03% | 109 |
|
|
2014
Q2 | $309K | Buy |
10,412
+1,450
| +16% | +$43K | 0.03% | 113 |
|
|
2014
Q1 | $288K | Buy |
8,962
+225
| +3% | +$7.23K | 0.03% | 104 |
|
|
2013
Q4 | $268K | Buy |
+8,737
| New | +$268K | 0.03% | 92 |
|