ONSWM
Old North State Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
100,720
+12,467
| +14% | +$302K | 1.27% | 29 |
|
|
2025
Q1 | $2.24M | Buy |
88,253
+8,812
| +11% | +$223K | 1.25% | 30 |
|
|
2024
Q4 | $2.11M | Buy |
79,441
+15,194
| +24% | +$403K | 1.19% | 31 |
|
|
2024
Q3 | $1.86M | Buy |
64,247
+8,235
| +15% | +$238K | 1.04% | 34 |
|
|
2024
Q2 | $1.57M | Buy |
56,012
+4,812
| +9% | +$135K | 1.03% | 35 |
|
|
2024
Q1 | $1.42M | Buy |
+51,200
| New | +$1.42M | 0.93% | 36 |
|