PPWM
PFG Private Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,076
| Closed | -$52.6K | – | 189 |
|
|
2025
Q1 | $52.6K | Hold |
2,076
| – | – | 0.03% | 93 |
|
|
2024
Q4 | $55.1K | Hold |
2,076
| – | – | 0.03% | 86 |
|
|
2024
Q3 | $60.1K | Hold |
2,076
| – | – | 0.03% | 88 |
|
|
2024
Q2 | $58.1K | Hold |
2,076
| – | – | 0.04% | 89 |
|
|
2024
Q1 | $57.6K | Sell |
2,076
-1
| -0% | -$28 | 0.04% | 85 |
|
|
2023
Q4 | $59.8K | Sell |
2,077
-165
| -7% | -$4.75K | 0.04% | 78 |
|
|
2023
Q3 | $74.4K | Sell |
2,242
-884
| -28% | -$29.3K | 0.06% | 78 |
|
|
2023
Q2 | $115K | Buy |
3,126
+208
| +7% | +$7.63K | 0.07% | 87 |
|
|
2023
Q1 | $119K | Sell |
2,918
-12
| -0.4% | -$490 | 0.08% | 83 |
|
|
2022
Q4 | $150K | Buy |
2,930
+46
| +2% | +$2.36K | 0.09% | 64 |
|
|
2022
Q3 | $126K | Buy |
2,884
+60
| +2% | +$2.62K | 0.08% | 67 |
|
|
2022
Q2 | $148K | Buy |
2,824
+37
| +1% | +$1.94K | 0.08% | 72 |
|
|
2022
Q1 | $144K | Hold |
2,787
| – | – | 0.07% | 72 |
|
|
2021
Q4 | $165K | Buy |
2,787
+105
| +4% | +$6.22K | 0.09% | 63 |
|
|
2021
Q3 | $115K | Buy |
+2,682
| New | +$115K | 0.07% | 63 |
|