FWM
Forefront Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Hold |
20,738
| – | – | 0.4% | 39 |
|
|
2025
Q1 | $526K | Sell |
20,738
-153
| -0.7% | -$3.88K | 0.49% | 36 |
|
|
2024
Q4 | $554K | Buy |
+20,891
| New | +$554K | 0.51% | 33 |
|
|
2023
Q3 | $688K | Hold |
20,738
| – | – | 0.96% | 29 |
|
|
2023
Q2 | $761K | Sell |
20,738
-1,899
| -8% | -$69.7K | 1.01% | 29 |
|
|
2023
Q1 | $924K | Buy |
22,637
+61
| +0.3% | +$2.49K | 1.21% | 29 |
|
|
2022
Q4 | $1.16M | Buy |
22,576
+8
| +0% | +$410 | 1.56% | 21 |
|
|
2022
Q3 | $988K | Buy |
22,568
+10
| +0% | +$438 | 1.38% | 24 |
|
|
2022
Q2 | $1.19M | Sell |
22,558
-330
| -1% | -$17.3K | 1.6% | 24 |
|
|
2022
Q1 | $1.19M | Buy |
22,888
+761
| +3% | +$39.4K | 1.17% | 28 |
|
|
2021
Q4 | $1.31M | Buy |
+22,127
| New | +$1.31M | 1.25% | 29 |
|