EWM
Edge Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,517
| Closed | -$216K | – | 84 |
|
|
2025
Q1 | $216K | Hold |
8,517
| – | – | 0.04% | 71 |
|
|
2024
Q4 | $226K | Buy |
8,517
+500
| +6% | +$13.3K | 0.05% | 70 |
|
|
2024
Q3 | $232K | Hold |
8,017
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $224K | Sell |
8,017
-252,163
| -97% | -$7.06M | 0.05% | 66 |
|
|
2024
Q1 | $7.22M | Buy |
260,180
+5,121
| +2% | +$142K | 1.52% | 24 |
|
|
2023
Q4 | $7.34M | Sell |
255,059
-7,874
| -3% | -$227K | 1.61% | 23 |
|
|
2023
Q3 | $8.72M | Sell |
262,933
-6,125
| -2% | -$203K | 2.04% | 19 |
|
|
2023
Q2 | $9.87M | Buy |
269,058
+9,292
| +4% | +$341K | 2.15% | 19 |
|
|
2023
Q1 | $10.6M | Buy |
259,766
+545
| +0.2% | +$22.2K | 2.43% | 15 |
|
|
2022
Q4 | $13.2M | Sell |
259,221
-30,864
| -11% | -$1.57M | 3.06% | 11 |
|
|
2022
Q3 | $12.8M | Buy |
290,085
+7,775
| +3% | +$344K | 2.84% | 11 |
|
|
2022
Q2 | $14.8M | Sell |
282,310
-5,295
| -2% | -$278K | 3.2% | 10 |
|
|
2022
Q1 | $14.9M | Buy |
287,605
+2,618
| +0.9% | +$136K | 2.93% | 10 |
|
|
2021
Q4 | $16.8M | Sell |
284,987
-1,803
| -0.6% | -$106K | 3.08% | 6 |
|
|
2021
Q3 | $12.3M | Buy |
286,790
+5,591
| +2% | +$240K | 2.41% | 15 |
|
|
2021
Q2 | $11M | Buy |
281,199
+559
| +0.2% | +$21.9K | 2.24% | 17 |
|
|
2021
Q1 | $10.2M | Buy |
280,640
+21,694
| +8% | +$786K | 2.16% | 17 |
|
|
2020
Q4 | $9.49M | Sell |
258,946
-14,047
| -5% | -$515K | 2.16% | 14 |
|
|
2020
Q3 | $10M | Sell |
272,993
-22,032
| -7% | -$809K | 2.31% | 10 |
|
|
2020
Q2 | $9.65M | Sell |
295,025
-14,129
| -5% | -$462K | 1.83% | 15 |
|
|
2020
Q1 | $10.1M | Buy |
309,154
+3,674
| +1% | +$120K | 2.2% | 13 |
|
|
2019
Q4 | $11.9M | Buy |
305,480
+33,625
| +12% | +$1.31M | 2.38% | 13 |
|
|
2019
Q3 | $9.77M | Buy |
271,855
+4,382
| +2% | +$157K | 2.25% | 16 |
|
|
2019
Q2 | $11.5M | Sell |
267,473
-11,326
| -4% | -$488K | 2.56% | 12 |
|
|
2019
Q1 | $11.9M | Buy |
278,799
+4,396
| +2% | +$187K | 2.92% | 7 |
|
|
2018
Q4 | $12M | Sell |
274,403
-2,773
| -1% | -$121K | 3.38% | 6 |
|
|
2018
Q3 | $12.2M | Sell |
277,176
-41,985
| -13% | -$1.85M | 2.93% | 10 |
|
|
2018
Q2 | $11.6M | Sell |
319,161
-10,075
| -3% | -$366K | 2.95% | 10 |
|
|
2018
Q1 | $11.7M | Buy |
329,236
+10,651
| +3% | +$378K | 3.1% | 9 |
|
|
2017
Q4 | $11.6M | Sell |
318,585
-17,830
| -5% | -$648K | 3.28% | 9 |
|
|
2017
Q3 | $12M | Sell |
336,415
-7,021
| -2% | -$250K | 3.62% | 9 |
|
|
2017
Q2 | $11.5M | Buy |
343,436
+11,722
| +4% | +$394K | 3.63% | 6 |
|
|
2017
Q1 | $11.4M | Sell |
331,714
-22,918
| -6% | -$784K | 3.94% | 5 |
|
|
2016
Q4 | $11.5M | Buy |
354,632
+51,035
| +17% | +$1.66M | 4.36% | 5 |
|
|
2016
Q3 | $9.95M | Buy |
303,597
+5,328
| +2% | +$175K | 4.23% | 4 |
|
|
2016
Q2 | $10.5M | Sell |
298,269
-12,240
| -4% | -$430K | 4.36% | 4 |
|
|
2016
Q1 | $9.2M | Buy |
310,509
+183,650
| +145% | +$5.44M | 4.17% | 3 |
|
|
2015
Q4 | $4.11M | Sell |
126,859
-70,905
| -36% | -$2.3M | 1.55% | 24 |
|
|
2015
Q3 | $6.15M | Sell |
197,764
-8,800
| -4% | -$274K | 2.32% | 14 |
|
|
2015
Q2 | $6.91M | Sell |
206,564
-4,777
| -2% | -$160K | 2.36% | 17 |
|
|
2015
Q1 | $7.42M | Sell |
211,341
-9,467
| -4% | -$332K | 2.49% | 13 |
|
|
2014
Q4 | $6.91M | Buy |
220,808
+142,401
| +182% | +$4.46M | 2.53% | 12 |
|
|
2014
Q3 | $2.33M | Buy |
78,407
+44,772
| +133% | +$1.33M | 0.9% | 30 |
|
|
2014
Q2 | $999K | Buy |
33,635
+31,877
| +1,813% | +$947K | 0.42% | 40 |
|
|
2014
Q1 | $56K | Buy |
1,758
+658
| +60% | +$21K | 0.02% | 169 |
|
|
2013
Q4 | $34K | Sell |
1,100
-251,392
| -100% | -$7.77M | 0.02% | 183 |
|
|
2013
Q3 | $7.25M | Buy |
252,492
+141
| +0.1% | +$4.05K | 4.42% | 5 |
|
|
2013
Q2 | $7.12M | Buy |
+252,351
| New | +$7.12M | 4.76% | 4 |
|