PWM
Palumbo Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,674
| Closed | -$280K | – | 184 |
|
|
2024
Q3 | $280K | Buy |
9,674
+211
| +2% | +$6.11K | 0.11% | 118 |
|
|
2024
Q2 | $265K | Buy |
+9,463
| New | +$265K | 0.11% | 113 |
|
|
2024
Q1 | – | Sell |
-7,249
| Closed | -$209K | – | 144 |
|
|
2023
Q4 | $209K | Sell |
7,249
-98
| -1% | -$2.82K | 0.11% | 114 |
|
|
2023
Q3 | $244K | Buy |
7,347
+113
| +2% | +$3.75K | 0.13% | 103 |
|
|
2023
Q2 | $265K | Sell |
7,234
-14,837
| -67% | -$544K | 0.16% | 89 |
|
|
2023
Q1 | $901K | Sell |
22,071
-1,134
| -5% | -$46.3K | 0.6% | 40 |
|
|
2022
Q4 | $1.19M | Buy |
23,205
+770
| +3% | +$39.5K | 0.95% | 22 |
|
|
2022
Q3 | $982K | Buy |
22,435
+427
| +2% | +$18.7K | 0.83% | 27 |
|
|
2022
Q2 | $1.15M | Buy |
22,008
+668
| +3% | +$35K | 0.92% | 20 |
|
|
2022
Q1 | $1.11M | Buy |
21,340
+326
| +2% | +$16.9K | 0.71% | 30 |
|
|
2021
Q4 | $1.24M | Buy |
21,014
+891
| +4% | +$52.6K | 0.78% | 22 |
|
|
2021
Q3 | $865K | Sell |
20,123
-1,022
| -5% | -$43.9K | 0.57% | 33 |
|
|
2021
Q2 | $828K | Buy |
21,145
+1,424
| +7% | +$55.8K | 0.56% | 41 |
|
|
2021
Q1 | $715K | Buy |
19,721
+1,951
| +11% | +$70.7K | 0.54% | 47 |
|
|
2020
Q4 | $654K | Buy |
+17,770
| New | +$654K | 0.53% | 43 |
|