DWM
Diversify Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
10,991
-469
| -4% | -$11.6K | 0.02% | 472 |
|
|
2025
Q1 | $273K | Buy |
11,460
+710
| +7% | +$16.9K | 0.02% | 449 |
|
|
2024
Q4 | $287K | Buy |
10,750
+1,308
| +14% | +$34.9K | 0.02% | 436 |
|
|
2024
Q3 | $272K | Sell |
9,442
-218
| -2% | -$6.29K | 0.03% | 416 |
|
|
2024
Q2 | $287K | Buy |
+9,660
| New | +$287K | 0.04% | 362 |
|