OBWG
Onyx Bridge Wealth Group’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $967K | Buy |
39,909
+7,813
| +24% | +$189K | 0.13% | 125 |
|
2025
Q1 | $813K | Sell |
32,096
-1,118
| -3% | -$28.3K | 0.12% | 116 |
|
2024
Q4 | $881K | Buy |
33,214
+2,290
| +7% | +$60.8K | 0.13% | 109 |
|
2024
Q3 | $895K | Buy |
30,924
+5,802
| +23% | +$168K | 0.13% | 110 |
|
2024
Q2 | $703K | Buy |
25,122
+484
| +2% | +$13.5K | 0.12% | 120 |
|
2024
Q1 | $626K | Buy |
24,638
+5,596
| +29% | +$142K | 0.11% | 126 |
|
2023
Q4 | $548K | Buy |
19,042
+1,841
| +11% | +$53K | 0.11% | 123 |
|
2023
Q3 | $571K | Buy |
17,201
+1,852
| +12% | +$61.4K | 0.13% | 122 |
|
2023
Q2 | $563K | Buy |
15,349
+5,029
| +49% | +$184K | 0.13% | 115 |
|
2023
Q1 | $421K | Buy |
10,320
+54
| +0.5% | +$2.2K | 0.17% | 98 |
|
2022
Q4 | $523K | Sell |
10,266
-12
| -0.1% | -$611 | 0.21% | 74 |
|
2022
Q3 | $432K | Buy |
10,278
+226
| +2% | +$9.5K | 0.2% | 85 |
|
2022
Q2 | $515K | Sell |
10,052
-3,684
| -27% | -$189K | 0.23% | 65 |
|
2022
Q1 | $683K | Buy |
13,736
+1,453
| +12% | +$72.2K | 0.26% | 45 |
|
2021
Q4 | $696K | Buy |
12,283
+323
| +3% | +$18.3K | 0.23% | 53 |
|
2021
Q3 | $494K | Buy |
11,960
+6,561
| +122% | +$271K | 0.19% | 68 |
|
2021
Q2 | $218K | Sell |
5,399
-2,360
| -30% | -$95.3K | 0.09% | 107 |
|
2021
Q1 | $281K | Buy |
+7,759
| New | +$281K | 0.14% | 74 |
|