KWM
Kingsview Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
166,651
-15,216
| -8% | -$369K | 0.07% | 285 |
|
|
2025
Q1 | $4.61M | Buy |
181,867
+22,586
| +14% | +$572K | 0.09% | 229 |
|
|
2024
Q4 | $4.23M | Buy |
159,281
+35,652
| +29% | +$946K | 0.08% | 226 |
|
|
2024
Q3 | $3.58M | Sell |
123,629
-171,822
| -58% | -$4.97M | 0.08% | 246 |
|
|
2024
Q2 | $8.27M | Buy |
295,451
+203,992
| +223% | +$5.71M | 0.2% | 109 |
|
|
2024
Q1 | $2.54M | Sell |
91,459
-6,378
| -7% | -$177K | 0.06% | 288 |
|
|
2023
Q4 | $2.82M | Sell |
97,837
-12,132
| -11% | -$349K | 0.08% | 218 |
|
|
2023
Q3 | $3.65M | Buy |
109,969
+6,202
| +6% | +$206K | 0.13% | 183 |
|
|
2023
Q2 | $3.81M | Sell |
103,767
-941
| -0.9% | -$34.5K | 0.15% | 151 |
|
|
2023
Q1 | $4.27M | Sell |
104,708
-2,421
| -2% | -$98.8K | 0.18% | 124 |
|
|
2022
Q4 | $5.49M | Buy |
107,129
+9,859
| +10% | +$505K | 0.24% | 104 |
|
|
2022
Q3 | $4.26M | Buy |
97,270
+7,526
| +8% | +$329K | 0.2% | 120 |
|
|
2022
Q2 | $4.71M | Sell |
89,744
-31,931
| -26% | -$1.67M | 0.23% | 114 |
|
|
2022
Q1 | $6.3M | Buy |
121,675
+3,237
| +3% | +$168K | 0.28% | 86 |
|
|
2021
Q4 | $6.99M | Buy |
118,438
+38,306
| +48% | +$2.26M | 0.29% | 77 |
|
|
2021
Q3 | $3.45M | Buy |
80,132
+1,682
| +2% | +$72.3K | 0.16% | 144 |
|
|
2021
Q2 | $3.1M | Buy |
78,450
+2,448
| +3% | +$96.8K | 0.15% | 146 |
|
|
2021
Q1 | $2.76M | Sell |
76,002
-11,823
| -13% | -$429K | 0.16% | 141 |
|
|
2020
Q4 | $3.23M | Buy |
87,825
+11,998
| +16% | +$442K | 0.23% | 103 |
|
|
2020
Q3 | $2.78M | Buy |
75,827
+14,064
| +23% | +$516K | 0.25% | 97 |
|
|
2020
Q2 | $2.02M | Sell |
61,763
-49,897
| -45% | -$1.63M | 0.2% | 126 |
|
|
2020
Q1 | $3.65M | Buy |
111,660
+15,726
| +16% | +$513K | 0.49% | 60 |
|
|
2019
Q4 | $3.76M | Buy |
95,934
+5,201
| +6% | +$204K | 0.47% | 62 |
|
|
2019
Q3 | $3.26M | Buy |
90,733
+1,995
| +2% | +$71.7K | 0.51% | 56 |
|
|
2019
Q2 | $3.84M | Buy |
88,738
+1,953
| +2% | +$84.6K | 0.65% | 38 |
|
|
2019
Q1 | $3.69M | Buy |
86,785
+8,837
| +11% | +$375K | 0.56% | 45 |
|
|
2018
Q4 | $3.4M | Buy |
77,948
+7,010
| +10% | +$306K | 0.74% | 32 |
|
|
2018
Q3 | $3.13M | Buy |
70,938
+5,699
| +9% | +$251K | 0.63% | 42 |
|
|
2018
Q2 | $2.37M | Buy |
65,239
+3,499
| +6% | +$127K | 0.57% | 53 |
|
|
2018
Q1 | $2.19M | Buy |
61,740
+53,638
| +662% | +$1.9M | 0.54% | 57 |
|
|
2017
Q4 | $293K | Sell |
8,102
-1,619
| -17% | -$58.5K | 0.1% | 246 |
|
|
2017
Q3 | $347K | Buy |
9,721
+3,531
| +57% | +$126K | 0.15% | 190 |
|
|
2017
Q2 | $208K | Sell |
6,190
-1,354
| -18% | -$45.5K | 0.11% | 234 |
|
|
2017
Q1 | $258K | Buy |
+7,544
| New | +$258K | 0.15% | 193 |
|