FWM
FSA Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
5,107
+3
| +0.1% | +$73 | 0.05% | 78 |
|
|
2025
Q1 | $129K | Buy |
5,104
+203
| +4% | +$5.14K | 0.05% | 71 |
|
|
2024
Q4 | $130K | Buy |
4,901
+3
| +0.1% | +$80 | 0.05% | 70 |
|
|
2024
Q3 | $142K | Buy |
+4,898
| New | +$142K | 0.06% | 73 |
|
|
2024
Q1 | $130K | Buy |
4,692
+113
| +2% | +$3.14K | 0.06% | 73 |
|
|
2023
Q4 | $132K | Buy |
+4,579
| New | +$132K | 0.06% | 70 |
|
|
2022
Q2 | – | Sell |
-3,452
| Closed | -$204K | – | 40 |
|
|
2022
Q1 | $204K | Hold |
3,452
| – | – | 0.12% | 46 |
|
|
2021
Q4 | $204K | Buy |
+3,452
| New | +$204K | 0.12% | 46 |
|
|
2021
Q1 | – | Sell |
-13,447
| Closed | -$495K | – | 191 |
|
|
2020
Q4 | $495K | Buy |
13,447
+144
| +1% | +$5.3K | 0.25% | 24 |
|
|
2020
Q3 | $488K | Sell |
13,303
-432
| -3% | -$15.8K | 0.31% | 26 |
|
|
2020
Q2 | $449K | Sell |
13,735
-203
| -1% | -$6.64K | 0.31% | 27 |
|
|
2020
Q1 | $455K | Hold |
13,938
| – | – | 0.38% | 26 |
|
|
2019
Q4 | $546K | Buy |
+13,938
| New | +$546K | 0.38% | 24 |
|