EWP
Elevation Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
4,472
+1
| +0% | +$24 | 0.04% | 167 |
|
|
2025
Q1 | $113K | Buy |
4,471
+54
| +1% | +$1.37K | 0.05% | 154 |
|
|
2024
Q4 | $117K | Hold |
4,417
| – | – | 0.05% | 153 |
|
|
2024
Q3 | $128K | Hold |
4,417
| – | – | 0.05% | 141 |
|
|
2024
Q2 | $124K | Sell |
4,417
-2,018
| -31% | -$56.5K | 0.06% | 140 |
|
|
2024
Q1 | $179K | Sell |
6,435
-432
| -6% | -$12K | 0.09% | 116 |
|
|
2023
Q4 | $228K | Buy |
6,867
+4,266
| +164% | +$141K | 0.14% | 90 |
|
|
2023
Q3 | $86.3K | Buy |
2,601
+7
| +0.3% | +$232 | 0.07% | 107 |
|
|
2023
Q2 | $95.1K | Buy |
2,594
+6
| +0.2% | +$220 | 0.08% | 106 |
|
|
2023
Q1 | $106K | Buy |
+2,588
| New | +$106K | 0.1% | 93 |
|