IFWM
Institute for Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
22,882
-2
| -0% | -$48 | 0.06% | 290 |
|
|
2025
Q1 | $580K | Sell |
22,884
-191
| -0.8% | -$4.84K | 0.07% | 263 |
|
|
2024
Q4 | $612K | Sell |
23,075
-1,803
| -7% | -$47.8K | 0.08% | 252 |
|
|
2024
Q3 | $720K | Sell |
24,878
-315
| -1% | -$9.12K | 0.09% | 232 |
|
|
2024
Q2 | $705K | Buy |
25,193
+771
| +3% | +$21.6K | 0.09% | 221 |
|
|
2024
Q1 | $678K | Buy |
24,422
+163
| +0.7% | +$4.52K | 0.09% | 227 |
|
|
2023
Q4 | $698K | Sell |
24,259
-7,411
| -23% | -$213K | 0.11% | 211 |
|
|
2023
Q3 | $1.05M | Sell |
31,670
-433
| -1% | -$14.4K | 0.19% | 127 |
|
|
2023
Q2 | $1.18M | Buy |
32,103
+7
| +0% | +$257 | 0.2% | 120 |
|
|
2023
Q1 | $1.31M | Sell |
32,096
-101
| -0.3% | -$4.12K | 0.25% | 101 |
|
|
2022
Q4 | $1.65M | Sell |
32,197
-541
| -2% | -$27.7K | 0.35% | 73 |
|
|
2022
Q3 | $1.43M | Sell |
32,738
-40
| -0.1% | -$1.75K | 0.32% | 80 |
|
|
2022
Q2 | $1.72M | Sell |
32,778
-1,602
| -5% | -$84K | 0.34% | 73 |
|
|
2022
Q1 | $1.78M | Sell |
34,380
-79
| -0.2% | -$4.09K | 0.29% | 83 |
|
|
2021
Q4 | $2.04M | Sell |
34,459
-197
| -0.6% | -$11.6K | 0.33% | 73 |
|
|
2021
Q3 | $1.49M | Sell |
34,656
-410
| -1% | -$17.6K | 0.26% | 95 |
|
|
2021
Q2 | $1.37M | Sell |
35,066
-3,388
| -9% | -$133K | 0.24% | 104 |
|
|
2021
Q1 | $1.39M | Sell |
38,454
-2,960
| -7% | -$107K | 0.26% | 96 |
|
|
2020
Q4 | $1.52M | Buy |
41,414
+2,861
| +7% | +$105K | 0.3% | 82 |
|
|
2020
Q3 | $1.42M | Sell |
38,553
-7,279
| -16% | -$267K | 0.32% | 78 |
|
|
2020
Q2 | $1.5M | Sell |
45,832
-730
| -2% | -$23.9K | 0.37% | 63 |
|
|
2020
Q1 | $1.52M | Sell |
46,562
-1,900
| -4% | -$62K | 0.47% | 46 |
|
|
2019
Q4 | $1.9M | Buy |
48,462
+2,725
| +6% | +$107K | 0.43% | 48 |
|
|
2019
Q3 | $1.64M | Sell |
45,737
-12,598
| -22% | -$453K | 0.41% | 54 |
|
|
2019
Q2 | $2.53M | Buy |
58,335
+16,005
| +38% | +$693K | 0.56% | 39 |
|
|
2019
Q1 | $1.8M | Buy |
+42,330
| New | +$1.8M | 0.39% | 55 |
|
|
2018
Q4 | – | Sell |
-61,429
| Closed | -$2.68M | – | 318 |
|
|
2018
Q3 | $2.68M | Sell |
61,429
-3,043
| -5% | -$133K | 0.9% | 23 |
|
|
2018
Q2 | $2.35M | Buy |
64,472
+4,344
| +7% | +$158K | 0.75% | 28 |
|
|
2018
Q1 | $2.18M | Buy |
60,128
+17,942
| +43% | +$651K | 0.64% | 35 |
|
|
2017
Q4 | $1.54M | Sell |
42,186
-2,600
| -6% | -$94.7K | 0.35% | 85 |
|
|
2017
Q3 | $1.6M | Sell |
44,786
-1,335
| -3% | -$47.7K | 0.52% | 57 |
|
|
2017
Q2 | $1.55M | Buy |
+46,121
| New | +$1.55M | 0.43% | 54 |
|