EWS
Evergreen Wealth Solutions’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
12,108
-1,238
| -9% | -$30K | 0.18% | 91 |
|
|
2025
Q1 | $338K | Buy |
13,346
+696
| +6% | +$17.6K | 0.23% | 80 |
|
|
2024
Q4 | $336K | Sell |
12,650
-3,369
| -21% | -$89.4K | 0.23% | 74 |
|
|
2024
Q3 | $464K | Sell |
16,019
-3,476
| -18% | -$101K | 0.31% | 63 |
|
|
2024
Q2 | $545K | Sell |
19,495
-14,451
| -43% | -$404K | 0.39% | 56 |
|
|
2024
Q1 | $942K | Buy |
33,946
+4,815
| +17% | +$134K | 0.7% | 31 |
|
|
2023
Q4 | $839K | Sell |
29,131
-1,050
| -3% | -$30.2K | 0.72% | 36 |
|
|
2023
Q3 | $1M | Buy |
30,181
+486
| +2% | +$16.1K | 1.01% | 28 |
|
|
2023
Q2 | $1.09M | Buy |
29,695
+875
| +3% | +$32.1K | 1.1% | 28 |
|
|
2023
Q1 | $1.18M | Buy |
28,820
+1,157
| +4% | +$47.2K | 1.36% | 26 |
|
|
2022
Q4 | $1.42M | Buy |
27,663
+987
| +4% | +$50.6K | 1.87% | 15 |
|
|
2022
Q3 | $1.17M | Buy |
26,676
+98
| +0.4% | +$4.29K | 1.66% | 19 |
|
|
2022
Q2 | $1.39M | Buy |
26,578
+1,244
| +5% | +$65.2K | 1.71% | 14 |
|
|
2022
Q1 | $1.31M | Sell |
25,334
-818
| -3% | -$42.4K | 1.27% | 24 |
|
|
2021
Q4 | $1.54M | Buy |
+26,152
| New | +$1.54M | 1.4% | 16 |
|