FWA
FSM Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
28,521
+11,766
| +70% | +$297K | 0.12% | 111 |
|
|
2025
Q1 | $425K | Buy |
16,755
+1,330
| +9% | +$33.7K | 0.1% | 120 |
|
|
2024
Q4 | $409K | Sell |
15,425
-3,557
| -19% | -$94.2K | 0.1% | 114 |
|
|
2024
Q3 | $549K | Buy |
18,982
+3,688
| +24% | +$107K | 0.15% | 87 |
|
|
2024
Q2 | $428K | Buy |
15,294
+73
| +0.5% | +$2.04K | 0.14% | 92 |
|
|
2024
Q1 | $422K | Sell |
15,221
-2,951
| -16% | -$81.9K | 0.15% | 94 |
|
|
2023
Q4 | $523K | Buy |
18,172
+5
| +0% | +$144 | 0.22% | 80 |
|
|
2023
Q3 | $603K | Sell |
18,167
-480
| -3% | -$15.9K | 0.3% | 67 |
|
|
2023
Q2 | $672K | Buy |
18,647
+50
| +0.3% | +$1.8K | 0.34% | 64 |
|
|
2023
Q1 | $759K | Buy |
18,597
+1,277
| +7% | +$52.1K | 0.44% | 50 |
|
|
2022
Q4 | $887K | Sell |
17,320
-2,384
| -12% | -$122K | 0.63% | 40 |
|
|
2022
Q3 | $862K | Buy |
19,704
+6,939
| +54% | +$304K | 0.72% | 41 |
|
|
2022
Q2 | $633K | Buy |
+12,765
| New | +$633K | 0.63% | 44 |
|