IWC
Integrated Wealth Concepts’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
506,736
+25,571
| +5% | +$620K | 0.12% | 155 |
|
|
2025
Q1 | $12.2M | Sell |
481,165
-10,984
| -2% | -$278K | 0.14% | 148 |
|
|
2024
Q4 | $13.1M | Buy |
492,149
+3,392
| +0.7% | +$90K | 0.15% | 142 |
|
|
2024
Q3 | $14.1M | Buy |
488,757
+52,662
| +12% | +$1.52M | 0.17% | 128 |
|
|
2024
Q2 | $12.2M | Buy |
436,095
+2,157
| +0.5% | +$60.4K | 0.17% | 132 |
|
|
2024
Q1 | $12M | Buy |
433,938
+3,155
| +0.7% | +$87.6K | 0.17% | 136 |
|
|
2023
Q4 | $12.4M | Sell |
430,783
-15,100
| -3% | -$435K | 0.2% | 119 |
|
|
2023
Q3 | $14.8M | Sell |
445,883
-9,578
| -2% | -$318K | 0.26% | 95 |
|
|
2023
Q2 | $16.7M | Buy |
455,461
+144,245
| +46% | +$5.29M | 0.29% | 85 |
|
|
2023
Q1 | $12.7M | Buy |
311,216
+26,316
| +9% | +$1.07M | 0.26% | 92 |
|
|
2022
Q4 | $14.6M | Buy |
284,900
+3,528
| +1% | +$181K | 0.4% | 52 |
|
|
2022
Q3 | $12.3M | Buy |
281,372
+7,329
| +3% | +$321K | 0.39% | 56 |
|
|
2022
Q2 | $14.4M | Sell |
274,043
-4,992
| -2% | -$262K | 0.45% | 48 |
|
|
2022
Q1 | $14.4M | Buy |
279,035
+643
| +0.2% | +$33.3K | 0.44% | 51 |
|
|
2021
Q4 | $16.4M | Buy |
278,392
+9,448
| +4% | +$558K | 0.49% | 48 |
|
|
2021
Q3 | $11.6M | Buy |
268,944
+77,085
| +40% | +$3.32M | 0.38% | 58 |
|
|
2021
Q2 | $7.51M | Buy |
191,859
+17,620
| +10% | +$690K | 0.27% | 81 |
|
|
2021
Q1 | $6.31M | Buy |
174,239
+22,346
| +15% | +$810K | 0.26% | 83 |
|
|
2020
Q4 | $5.59M | Buy |
151,893
+7,046
| +5% | +$259K | 0.26% | 79 |
|
|
2020
Q3 | $5.32M | Buy |
144,847
+11,801
| +9% | +$433K | 0.33% | 64 |
|
|
2020
Q2 | $4.35M | Buy |
133,046
+8,770
| +7% | +$287K | 0.31% | 65 |
|
|
2020
Q1 | $4.06M | Buy |
124,276
+35,205
| +40% | +$1.15M | 0.37% | 57 |
|
|
2019
Q4 | $3.49M | Buy |
89,071
+15,607
| +21% | +$612K | 0.29% | 67 |
|
|
2019
Q3 | $2.64M | Buy |
73,464
+5,404
| +8% | +$194K | 0.3% | 70 |
|
|
2019
Q2 | $2.84M | Buy |
68,060
+8,445
| +14% | +$352K | 0.37% | 61 |
|
|
2019
Q1 | $2.53M | Buy |
59,615
+572
| +1% | +$24.3K | 0.43% | 56 |
|
|
2018
Q4 | $2.58M | Buy |
59,043
+6,748
| +13% | +$295K | 0.7% | 38 |
|
|
2018
Q3 | $2.32M | Sell |
52,295
-455
| -0.9% | -$20.1K | 0.7% | 34 |
|
|
2018
Q2 | $1.92M | Buy |
52,750
+1,336
| +3% | +$48.5K | 0.65% | 34 |
|
|
2018
Q1 | $1.8M | Buy |
51,414
+717
| +1% | +$25.1K | 0.72% | 30 |
|
|
2017
Q4 | $1.85M | Buy |
+50,697
| New | +$1.85M | 0.79% | 25 |
|