FWM
Finer Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,442
| Closed | -$239K | – | 90 |
|
|
2025
Q1 | $239K | Sell |
9,442
-5,607
| -37% | -$142K | 0.14% | 76 |
|
|
2024
Q4 | $399K | Sell |
15,049
-1,200
| -7% | -$31.8K | 0.23% | 65 |
|
|
2024
Q3 | $470K | Sell |
16,249
-28,203
| -63% | -$816K | 0.29% | 58 |
|
|
2024
Q2 | $1.24M | Sell |
44,452
-16,034
| -27% | -$449K | 0.8% | 29 |
|
|
2024
Q1 | $1.68M | Sell |
60,486
-14,495
| -19% | -$402K | 1.1% | 25 |
|
|
2023
Q4 | $2.16M | Sell |
74,981
-10,222
| -12% | -$294K | 1.61% | 20 |
|
|
2023
Q3 | $2.83M | Buy |
85,203
+3,944
| +5% | +$131K | 2.26% | 12 |
|
|
2023
Q2 | $2.98M | Buy |
81,259
+1,489
| +2% | +$54.6K | 2.33% | 12 |
|
|
2023
Q1 | $3.25M | Buy |
79,770
+5,864
| +8% | +$239K | 2.75% | 9 |
|
|
2022
Q4 | $3.79M | Buy |
73,906
+198
| +0.3% | +$10.1K | 3.54% | 5 |
|
|
2022
Q3 | $3.23M | Sell |
73,708
-114
| -0.2% | -$4.99K | 3.17% | 7 |
|
|
2022
Q2 | $3.87M | Buy |
73,822
+491
| +0.7% | +$25.7K | 3.53% | 5 |
|
|
2022
Q1 | $3.8M | Buy |
73,331
+1,619
| +2% | +$83.8K | 3.1% | 6 |
|
|
2021
Q4 | $4.24M | Buy |
+71,712
| New | +$4.24M | 3.51% | 6 |
|