PWM
Paulson Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,545
| Closed | -$276K | – | 149 |
|
|
2024
Q3 | $276K | Sell |
9,545
-125
| -1% | -$3.62K | 0.07% | 122 |
|
|
2024
Q2 | $271K | Sell |
9,670
-378
| -4% | -$10.6K | 0.08% | 114 |
|
|
2024
Q1 | $279K | Sell |
10,048
-475
| -5% | -$13.2K | 0.08% | 115 |
|
|
2023
Q4 | $303K | Sell |
10,523
-701
| -6% | -$20.2K | 0.1% | 102 |
|
|
2023
Q3 | $372K | Sell |
11,224
-2,321
| -17% | -$77K | 0.13% | 85 |
|
|
2023
Q2 | $497K | Buy |
13,545
+2,685
| +25% | +$98.5K | 0.17% | 70 |
|
|
2023
Q1 | $443K | Buy |
10,860
+502
| +5% | +$20.5K | 0.2% | 51 |
|
|
2022
Q4 | $531K | Buy |
10,358
+204
| +2% | +$10.5K | 0.26% | 38 |
|
|
2022
Q3 | $444K | Buy |
10,154
+372
| +4% | +$16.3K | 0.24% | 39 |
|
|
2022
Q2 | $513K | Buy |
9,782
+542
| +6% | +$28.4K | 0.27% | 36 |
|
|
2022
Q1 | $478K | Buy |
9,240
+473
| +5% | +$24.5K | 0.22% | 41 |
|
|
2021
Q4 | $518K | Sell |
8,767
-1,835
| -17% | -$108K | 0.23% | 40 |
|
|
2021
Q3 | $456K | Sell |
10,602
-274
| -3% | -$11.8K | 0.22% | 57 |
|
|
2021
Q2 | $426K | Sell |
10,876
-1,022
| -9% | -$40K | 0.21% | 61 |
|
|
2021
Q1 | $447K | Buy |
11,898
+438
| +4% | +$16.5K | 0.22% | 60 |
|
|
2020
Q4 | $422K | Buy |
11,460
+341
| +3% | +$12.6K | 0.25% | 52 |
|
|
2020
Q3 | $408K | Buy |
11,119
+142
| +1% | +$5.21K | 0.26% | 53 |
|
|
2020
Q2 | $359K | Buy |
10,977
+617
| +6% | +$20.2K | 0.25% | 60 |
|
|
2020
Q1 | $373K | Buy |
10,360
+676
| +7% | +$24.3K | 0.29% | 58 |
|
|
2019
Q4 | $392K | Buy |
9,684
+875
| +10% | +$35.4K | 0.28% | 68 |
|
|
2019
Q3 | $317K | Buy |
8,809
+797
| +10% | +$28.7K | 0.24% | 77 |
|
|
2019
Q2 | $345K | Buy |
8,012
+284
| +4% | +$12.2K | 0.26% | 75 |
|
|
2019
Q1 | $328K | Buy |
7,728
+462
| +6% | +$19.6K | 0.25% | 85 |
|
|
2018
Q4 | $307K | Buy |
7,266
+1,587
| +28% | +$67.1K | 0.25% | 86 |
|
|
2018
Q3 | $250K | Buy |
5,679
+69
| +1% | +$3.04K | 0.22% | 105 |
|
|
2018
Q2 | $204K | Buy |
+5,610
| New | +$204K | 0.2% | 110 |
|
|
2018
Q1 | – | Sell |
-5,387
| Closed | -$195K | – | 399 |
|
|
2017
Q4 | $195K | Buy |
+5,387
| New | +$195K | 0.17% | 102 |
|