PWG
Portside Wealth Group’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.67M | Buy |
68,758
+925
| +1% | +$22.4K | 0.25% | 92 |
|
2025
Q1 | $1.72M | Buy |
67,833
+14,661
| +28% | +$372K | 0.28% | 85 |
|
2024
Q4 | $1.41M | Sell |
53,172
-3,206
| -6% | -$85.1K | 0.23% | 95 |
|
2024
Q3 | $1.63M | Buy |
56,378
+3,615
| +7% | +$105K | 0.28% | 88 |
|
2024
Q2 | $1.48M | Sell |
52,763
-2,774
| -5% | -$77.6K | 0.28% | 90 |
|
2024
Q1 | $1.54M | Buy |
55,537
+13,149
| +31% | +$365K | 0.29% | 90 |
|
2023
Q4 | $1.22M | Sell |
42,388
-23,800
| -36% | -$685K | 0.23% | 106 |
|
2023
Q3 | $2.2M | Buy |
66,188
+9,707
| +17% | +$322K | 0.41% | 65 |
|
2023
Q2 | $2.07M | Buy |
+56,481
| New | +$2.07M | 0.38% | 70 |
|