PMSA
Patrick M. Sweeney & Associates’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.45M | Buy |
135,932
+21,114
| +18% | +$536K | 2.37% | 8 |
|
2025
Q1 | $2.91M | Buy |
114,818
+36,500
| +47% | +$925K | 2.17% | 8 |
|
2024
Q4 | $2.08M | Buy |
78,318
+30,940
| +65% | +$821K | 1.56% | 14 |
|
2024
Q3 | $1.37M | Buy |
47,378
+5,216
| +12% | +$151K | 1.01% | 21 |
|
2024
Q2 | $1.18M | Buy |
42,162
+355
| +0.8% | +$9.93K | 0.95% | 21 |
|
2024
Q1 | $1.16M | Sell |
41,807
-82
| -0.2% | -$2.28K | 0.95% | 23 |
|
2023
Q4 | $1.21M | Buy |
+41,889
| New | +$1.21M | 1.1% | 19 |
|