IPW
Inlet Private Wealth’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
19,530
-100
| -0.5% | -$2.42K | 0.12% | 106 |
|
|
2025
Q1 | $497K | Sell |
19,630
-16,478
| -46% | -$418K | 0.13% | 102 |
|
|
2024
Q4 | $958K | Sell |
36,108
-10,100
| -22% | -$268K | 0.25% | 85 |
|
|
2024
Q3 | $1.34M | Sell |
46,208
-14,035
| -23% | -$406K | 0.34% | 76 |
|
|
2024
Q2 | $1.69M | Sell |
60,243
-2,201
| -4% | -$61.6K | 0.46% | 64 |
|
|
2024
Q1 | $1.73M | Sell |
62,444
-6,616
| -10% | -$184K | 0.48% | 62 |
|
|
2023
Q4 | $1.99M | Sell |
69,060
-5,131
| -7% | -$148K | 0.61% | 54 |
|
|
2023
Q3 | $2.46M | Sell |
74,191
-16,843
| -19% | -$559K | 0.81% | 44 |
|
|
2023
Q2 | $3.34M | Sell |
91,034
-4,649
| -5% | -$171K | 0.84% | 37 |
|
|
2023
Q1 | $3.9M | Hold |
95,683
| – | – | 1.02% | 28 |
|
|
2022
Q4 | $4.9M | Buy |
95,683
+7,231
| +8% | +$371K | 1.26% | 21 |
|
|
2022
Q3 | $3.87M | Buy |
88,452
+1,290
| +1% | +$56.5K | 1.15% | 28 |
|
|
2022
Q2 | $4.57M | Buy |
87,162
+487
| +0.6% | +$25.5K | 1.31% | 23 |
|
|
2022
Q1 | $4.49M | Buy |
86,675
+181
| +0.2% | +$9.37K | 1.12% | 25 |
|
|
2021
Q4 | $5.11M | Buy |
86,494
+53
| +0.1% | +$3.13K | 1.24% | 25 |
|
|
2021
Q3 | $3.72M | Hold |
86,441
| – | – | 1% | 35 |
|
|
2021
Q2 | $3.39M | Buy |
86,441
+6,956
| +9% | +$272K | 0.89% | 44 |
|
|
2021
Q1 | $2.88M | Buy |
79,485
+1,863
| +2% | +$67.5K | 0.82% | 48 |
|
|
2020
Q4 | $2.86M | Hold |
77,622
| – | – | 0.93% | 41 |
|
|
2020
Q3 | $2.85M | Hold |
77,622
| – | – | 1.11% | 26 |
|
|
2020
Q2 | $2.54M | Hold |
77,622
| – | – | 1.01% | 37 |
|
|
2020
Q1 | $2.53M | Sell |
77,622
-2,554
| -3% | -$83.4K | 1.18% | 28 |
|
|
2019
Q4 | $3.14M | Buy |
80,176
+1,998
| +3% | +$78.3K | 1.04% | 32 |
|
|
2019
Q3 | $2.81M | Buy |
78,178
+100
| +0.1% | +$3.59K | 1.04% | 31 |
|
|
2019
Q2 | $3.31M | Buy |
78,078
+6,612
| +9% | +$280K | 1.19% | 24 |
|
|
2019
Q1 | $3.04M | Buy |
71,466
+23,950
| +50% | +$1.02M | 1.22% | 21 |
|
|
2018
Q4 | $2.07M | Buy |
+47,516
| New | +$2.07M | 1.12% | 21 |
|