KMWM
Keudell/Morrison Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
19,228
+1,118
| +6% | +$27.1K | 0.1% | 126 |
|
|
2025
Q1 | $459K | Buy |
18,110
+2,147
| +13% | +$54.4K | 0.11% | 119 |
|
|
2024
Q4 | $423K | Sell |
15,963
-2,806
| -15% | -$74.4K | 0.11% | 126 |
|
|
2024
Q3 | $543K | Buy |
18,769
+581
| +3% | +$16.8K | 0.15% | 108 |
|
|
2024
Q2 | $509K | Buy |
18,188
+749
| +4% | +$21K | 0.15% | 111 |
|
|
2024
Q1 | $484K | Sell |
17,439
-795
| -4% | -$22.1K | 0.15% | 114 |
|
|
2023
Q4 | $525K | Sell |
18,234
-8,172
| -31% | -$235K | 0.17% | 104 |
|
|
2023
Q3 | $876K | Sell |
26,406
-3,444
| -12% | -$114K | 0.27% | 64 |
|
|
2023
Q2 | $1.09M | Sell |
29,850
-3,607
| -11% | -$132K | 0.32% | 57 |
|
|
2023
Q1 | $1.37M | Sell |
33,457
-602
| -2% | -$24.6K | 0.4% | 45 |
|
|
2022
Q4 | $1.75M | Sell |
34,059
-1,635
| -5% | -$83.8K | 0.56% | 32 |
|
|
2022
Q3 | $1.56M | Buy |
35,694
+407
| +1% | +$17.8K | 0.58% | 31 |
|
|
2022
Q2 | $1.85M | Buy |
35,287
+1,548
| +5% | +$81.2K | 0.67% | 31 |
|
|
2022
Q1 | $1.75M | Sell |
33,739
-5,930
| -15% | -$307K | 0.73% | 29 |
|
|
2021
Q4 | $2.34M | Sell |
39,669
-215
| -0.5% | -$12.7K | 0.92% | 18 |
|
|
2021
Q3 | $1.72M | Sell |
39,884
-2,601
| -6% | -$112K | 0.74% | 27 |
|
|
2021
Q2 | $1.66M | Buy |
42,485
+4,913
| +13% | +$192K | 0.91% | 30 |
|
|
2021
Q1 | $1.36M | Buy |
37,572
+5,544
| +17% | +$201K | 0.79% | 36 |
|
|
2020
Q4 | $1.18M | Buy |
32,028
+2,470
| +8% | +$90.9K | 0.75% | 42 |
|
|
2020
Q3 | $1.09M | Buy |
29,558
+2,282
| +8% | +$83.8K | 0.7% | 40 |
|
|
2020
Q2 | $892K | Buy |
27,276
+2,263
| +9% | +$74K | 0.74% | 44 |
|
|
2020
Q1 | $816K | Buy |
25,013
+2,617
| +12% | +$85.4K | 0.8% | 44 |
|
|
2019
Q4 | $877K | Buy |
22,396
+4,936
| +28% | +$193K | 0.61% | 54 |
|
|
2019
Q3 | $627K | Buy |
17,460
+382
| +2% | +$13.7K | 0.52% | 66 |
|
|
2019
Q2 | $625K | Buy |
17,078
+6,924
| +68% | +$253K | 0.55% | 66 |
|
|
2019
Q1 | $431K | Buy |
+10,154
| New | +$431K | 0.38% | 86 |
|