PWM
PBMares Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
11,076
-118
| -1% | -$2.86K | 0.05% | 157 |
|
|
2025
Q1 | $284K | Sell |
11,194
-1,508
| -12% | -$38.2K | 0.06% | 154 |
|
|
2024
Q4 | $337K | Sell |
12,702
-124
| -1% | -$3.29K | 0.07% | 136 |
|
|
2024
Q3 | $371K | Sell |
12,826
-646
| -5% | -$18.7K | 0.08% | 134 |
|
|
2024
Q2 | $377K | Sell |
13,472
-710
| -5% | -$19.9K | 0.09% | 125 |
|
|
2024
Q1 | $394K | Sell |
14,182
-4,653
| -25% | -$129K | 0.1% | 122 |
|
|
2023
Q4 | $542K | Sell |
18,835
-4,628
| -20% | -$133K | 0.16% | 94 |
|
|
2023
Q3 | $778K | Sell |
23,463
-386
| -2% | -$12.8K | 0.28% | 65 |
|
|
2023
Q2 | $875K | Buy |
23,849
+4
| +0% | +$147 | 0.31% | 60 |
|
|
2023
Q1 | $973K | Buy |
23,845
+4
| +0% | +$163 | 0.36% | 52 |
|
|
2022
Q4 | $1.22M | Sell |
23,841
-18
| -0.1% | -$922 | 0.49% | 37 |
|
|
2022
Q3 | $1.04M | Buy |
23,859
+444
| +2% | +$19.4K | 0.46% | 44 |
|
|
2022
Q2 | $1.23M | Buy |
23,415
+37
| +0.2% | +$1.94K | 0.53% | 35 |
|
|
2022
Q1 | $1.21M | Buy |
23,378
+556
| +2% | +$28.8K | 0.75% | 32 |
|
|
2021
Q4 | $1.35M | Buy |
22,822
+1,055
| +5% | +$62.3K | 0.57% | 32 |
|
|
2021
Q3 | $936K | Buy |
21,767
+4
| +0% | +$172 | 0.45% | 50 |
|
|
2021
Q2 | $852K | Sell |
21,763
-812
| -4% | -$31.8K | 0.46% | 55 |
|
|
2021
Q1 | $818K | Sell |
22,575
-230
| -1% | -$8.33K | 0.67% | 53 |
|
|
2020
Q4 | $839K | Buy |
22,805
+2,543
| +13% | +$93.6K | 0.96% | 36 |
|
|
2020
Q3 | $744K | Buy |
20,262
+17
| +0.1% | +$624 | 1.09% | 33 |
|
|
2020
Q2 | $662K | Hold |
20,245
| – | – | 1% | 33 |
|
|
2020
Q1 | $661K | Buy |
20,245
+597
| +3% | +$19.5K | 1.04% | 29 |
|
|
2019
Q4 | $770K | Buy |
+19,648
| New | +$770K | 0.92% | 34 |
|