FWM
Focused Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
108,472
+2,862
| +3% | +$69.4K | 0.32% | 42 |
|
|
2025
Q1 | $2.68M | Buy |
105,610
+9,429
| +10% | +$239K | 0.36% | 36 |
|
|
2024
Q4 | $2.55M | Sell |
96,181
-8,515
| -8% | -$226K | 0.34% | 36 |
|
|
2024
Q3 | $3.03M | Sell |
104,696
-608
| -0.6% | -$17.6K | 0.39% | 35 |
|
|
2024
Q2 | $2.95M | Sell |
105,304
-13,379
| -11% | -$374K | 0.42% | 32 |
|
|
2024
Q1 | $3.29M | Sell |
118,683
-15,052
| -11% | -$418K | 0.51% | 33 |
|
|
2023
Q4 | $3.85M | Buy |
133,735
+33,184
| +33% | +$955K | 0.63% | 28 |
|
|
2023
Q3 | $3.34M | Buy |
100,551
+9,989
| +11% | +$331K | 0.59% | 30 |
|
|
2023
Q2 | $3.32M | Buy |
90,562
+15,519
| +21% | +$569K | 0.6% | 29 |
|
|
2023
Q1 | $3.06M | Sell |
75,043
-2,580
| -3% | -$105K | 0.62% | 27 |
|
|
2022
Q4 | $3.98M | Buy |
77,623
+602
| +0.8% | +$30.8K | 0.81% | 23 |
|
|
2022
Q3 | $3.37M | Sell |
77,021
-19,527
| -20% | -$854K | 0.71% | 25 |
|
|
2022
Q2 | $5.06M | Sell |
96,548
-5,258
| -5% | -$276K | 0.92% | 20 |
|
|
2022
Q1 | $5.27M | Sell |
101,806
-2,512
| -2% | -$130K | 0.83% | 23 |
|
|
2021
Q4 | $6.16M | Buy |
104,318
+1,811
| +2% | +$107K | 0.95% | 20 |
|
|
2021
Q3 | $4.41M | Buy |
102,507
+1,169
| +1% | +$50.3K | 0.72% | 24 |
|
|
2021
Q2 | $3.97M | Buy |
101,338
+1,287
| +1% | +$50.4K | 0.65% | 24 |
|
|
2021
Q1 | $3.63M | Buy |
100,051
+17,920
| +22% | +$649K | 0.64% | 23 |
|
|
2020
Q4 | $3.02M | Buy |
82,131
+13,765
| +20% | +$507K | 0.59% | 26 |
|
|
2020
Q3 | $2.51M | Sell |
68,366
-701
| -1% | -$25.7K | 0.55% | 28 |
|
|
2020
Q2 | $2.26M | Buy |
69,067
+2,737
| +4% | +$89.5K | 0.52% | 28 |
|
|
2020
Q1 | $2.17M | Buy |
66,330
+794
| +1% | +$25.9K | 0.62% | 24 |
|
|
2019
Q4 | $2.57M | Buy |
65,536
+522
| +0.8% | +$20.5K | 0.61% | 27 |
|
|
2019
Q3 | $2.34M | Sell |
65,014
-535
| -0.8% | -$19.2K | 0.65% | 26 |
|
|
2019
Q2 | $2.84M | Sell |
65,549
-136
| -0.2% | -$5.89K | 0.76% | 21 |
|
|
2019
Q1 | $2.79M | Sell |
65,685
-1,369
| -2% | -$58.1K | 0.84% | 20 |
|
|
2018
Q4 | $2.93M | Sell |
67,054
-16,726
| -20% | -$730K | 1% | 20 |
|
|
2018
Q3 | $3.69M | Buy |
83,780
+51,644
| +161% | +$2.28M | 1.26% | 17 |
|
|
2018
Q2 | $1.17M | Sell |
32,136
-2,779
| -8% | -$101K | 0.4% | 47 |
|
|
2018
Q1 | $1.24M | Buy |
34,915
+3,904
| +13% | +$139K | 0.4% | 44 |
|
|
2017
Q4 | $1.12M | Buy |
31,011
+295
| +1% | +$10.7K | 0.36% | 44 |
|
|
2017
Q3 | $1.1M | Buy |
30,716
+431
| +1% | +$15.4K | 0.37% | 46 |
|
|
2017
Q2 | $1.02M | Buy |
30,285
+4,425
| +17% | +$149K | 0.38% | 43 |
|
|
2017
Q1 | $885K | Buy |
25,860
+133
| +0.5% | +$4.55K | 0.35% | 51 |
|
|
2016
Q4 | $836K | Buy |
25,727
+273
| +1% | +$8.87K | 0.35% | 44 |
|
|
2016
Q3 | $862K | Buy |
25,454
+51
| +0.2% | +$1.73K | 0.38% | 41 |
|
|
2016
Q2 | $894K | Buy |
25,403
+681
| +3% | +$24K | 0.41% | 41 |
|
|
2016
Q1 | $733K | Buy |
24,722
+11,293
| +84% | +$335K | 0.4% | 45 |
|
|
2015
Q4 | $433K | Buy |
13,429
+378
| +3% | +$12.2K | 0.25% | 66 |
|
|
2015
Q3 | $410K | Buy |
13,051
+123
| +1% | +$3.86K | 0.26% | 61 |
|
|
2015
Q2 | $433K | Sell |
12,928
-1,368
| -10% | -$45.8K | 0.27% | 61 |
|
|
2015
Q1 | $497K | Buy |
14,296
+185
| +1% | +$6.43K | 0.31% | 57 |
|
|
2014
Q4 | $440K | Buy |
14,111
+203
| +1% | +$6.33K | 0.31% | 61 |
|
|
2014
Q3 | $411K | Buy |
13,908
+3,264
| +31% | +$96.5K | 0.32% | 60 |
|
|
2014
Q2 | $316K | Buy |
10,644
+734
| +7% | +$21.8K | 0.25% | 67 |
|
|
2014
Q1 | $318K | Sell |
9,910
-69
| -0.7% | -$2.21K | 0.27% | 60 |
|
|
2013
Q4 | $306K | Buy |
9,979
+281
| +3% | +$8.62K | 0.26% | 68 |
|
|
2013
Q3 | $279K | Buy |
+9,698
| New | +$279K | 0.27% | 61 |
|