KWM
Kaydan Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,917
| Closed | -$287K | – | 110 |
|
|
2024
Q3 | $287K | Sell |
9,917
-2,827
| -22% | -$81.8K | 0.08% | 89 |
|
|
2024
Q2 | $357K | Sell |
12,744
-1,539
| -11% | -$43.1K | 0.13% | 72 |
|
|
2024
Q1 | $396K | Sell |
14,283
-910
| -6% | -$25.3K | 0.14% | 70 |
|
|
2023
Q4 | $437K | Sell |
15,193
-1,818
| -11% | -$52.3K | 0.18% | 61 |
|
|
2023
Q3 | $564K | Sell |
17,011
-315
| -2% | -$10.4K | 0.23% | 46 |
|
|
2023
Q2 | $636K | Sell |
17,326
-268
| -2% | -$9.83K | 0.27% | 43 |
|
|
2023
Q1 | $718K | Sell |
17,594
-282
| -2% | -$11.5K | 0.29% | 33 |
|
|
2022
Q4 | $916K | Sell |
17,876
-54
| -0.3% | -$2.77K | 0.37% | 29 |
|
|
2022
Q3 | $785K | Sell |
17,930
-444
| -2% | -$19.4K | 0.43% | 30 |
|
|
2022
Q2 | $963K | Sell |
18,374
-86
| -0.5% | -$4.51K | 0.54% | 28 |
|
|
2022
Q1 | $956K | Sell |
18,460
-79
| -0.4% | -$4.09K | 0.42% | 36 |
|
|
2021
Q4 | $1.09M | Buy |
+18,539
| New | +$1.09M | 0.41% | 33 |
|