IWM
IHT Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
175,708
+11,587
| +7% | +$281K | 0.12% | 171 |
|
|
2025
Q1 | $4.16M | Buy |
164,121
+3,741
| +2% | +$94.8K | 0.13% | 160 |
|
|
2024
Q4 | $4.25M | Sell |
160,380
-19,359
| -11% | -$514K | 0.14% | 146 |
|
|
2024
Q3 | $5.2M | Buy |
179,739
+41,302
| +30% | +$1.19M | 0.15% | 135 |
|
|
2024
Q2 | $3.87M | Buy |
138,437
+8,795
| +7% | +$246K | 0.14% | 145 |
|
|
2024
Q1 | $3.6M | Buy |
129,642
+30,354
| +31% | +$842K | 0.14% | 139 |
|
|
2023
Q4 | $2.86M | Buy |
99,288
+14,919
| +18% | +$430K | 0.13% | 160 |
|
|
2023
Q3 | $2.8M | Buy |
84,369
+7,800
| +10% | +$259K | 0.14% | 148 |
|
|
2023
Q2 | $2.81M | Sell |
76,569
-304
| -0.4% | -$11.2K | 0.15% | 137 |
|
|
2023
Q1 | $3.14M | Buy |
76,873
+3,140
| +4% | +$128K | 0.18% | 117 |
|
|
2022
Q4 | $3.78M | Buy |
73,733
+3,253
| +5% | +$167K | 0.24% | 96 |
|
|
2022
Q3 | $3.08M | Buy |
70,480
+12,744
| +22% | +$558K | 0.23% | 94 |
|
|
2022
Q2 | $3.03M | Buy |
57,736
+121
| +0.2% | +$6.34K | 0.27% | 82 |
|
|
2022
Q1 | $2.98M | Buy |
57,615
+4,014
| +7% | +$208K | 0.23% | 94 |
|
|
2021
Q4 | $3.17M | Sell |
53,601
-1,599
| -3% | -$94.4K | 0.23% | 94 |
|
|
2021
Q3 | $2.37M | Sell |
55,200
-34,119
| -38% | -$1.47M | 0.19% | 118 |
|
|
2021
Q2 | $3.5M | Sell |
89,319
-9,972
| -10% | -$391K | 0.22% | 95 |
|
|
2021
Q1 | $3.6M | Buy |
99,291
+3,089
| +3% | +$112K | 0.26% | 86 |
|
|
2020
Q4 | $3.54M | Buy |
96,202
+6,655
| +7% | +$67K | 0.29% | 72 |
|
|
2020
Q3 | $3.29M | Buy |
89,547
+32,848
| +58% | +$1.21M | 0.33% | 66 |
|
|
2020
Q2 | $1.85M | Sell |
56,699
-13,049
| -19% | -$427K | 0.25% | 94 |
|
|
2020
Q1 | $2.28M | Sell |
69,748
-3,977
| -5% | -$130K | 0.33% | 73 |
|
|
2019
Q4 | $2.89M | Buy |
73,725
+1,599
| +2% | +$62.6K | 0.34% | 64 |
|
|
2019
Q3 | $2.6M | Buy |
72,126
+12,291
| +21% | +$442K | 0.35% | 63 |
|
|
2019
Q2 | $2.55M | Buy |
59,835
+4,747
| +9% | +$202K | 0.37% | 60 |
|
|
2019
Q1 | $2.34M | Buy |
55,088
+6,154
| +13% | +$261K | 0.39% | 58 |
|
|
2018
Q4 | $2.14M | Buy |
48,934
+14,554
| +42% | +$635K | 0.41% | 58 |
|
|
2018
Q3 | $1.52M | Sell |
34,380
-486
| -1% | -$21.4K | 0.33% | 78 |
|
|
2018
Q2 | $1.27M | Buy |
34,866
+8,775
| +34% | +$318K | 0.32% | 84 |
|
|
2018
Q1 | $914K | Sell |
26,091
-10,761
| -29% | -$377K | 0.25% | 101 |
|
|
2017
Q4 | $1.34M | Buy |
36,852
+21,765
| +144% | +$793K | 0.36% | 58 |
|
|
2017
Q3 | $545K | Sell |
15,087
-4,374
| -22% | -$158K | 0.23% | 107 |
|
|
2017
Q2 | $1 | Buy |
19,461
+80
| +0.4% | – | ﹤0.01% | 1344 |
|
|
2017
Q1 | $663K | Sell |
19,381
-888
| -4% | -$30.4K | 0.44% | 54 |
|
|
2016
Q4 | $669K | Buy |
+20,269
| New | +$669K | 0.51% | 47 |
|