PWM
Prentice Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
11,451
-6,416
| -36% | -$156K | 0.07% | 104 |
|
|
2025
Q1 | $453K | Buy |
17,867
+175
| +1% | +$4.44K | 0.13% | 84 |
|
|
2024
Q4 | $469K | Buy |
17,692
+1,481
| +9% | +$39.3K | 0.14% | 82 |
|
|
2024
Q3 | $469K | Buy |
16,211
+3,022
| +23% | +$87.5K | 0.14% | 83 |
|
|
2024
Q2 | $369K | Buy |
13,189
+37
| +0.3% | +$1.04K | 0.12% | 86 |
|
|
2024
Q1 | $365K | Buy |
13,152
+1,390
| +12% | +$38.6K | 0.13% | 86 |
|
|
2023
Q4 | $339K | Buy |
11,762
+239
| +2% | +$6.88K | 0.13% | 86 |
|
|
2023
Q3 | $382K | Buy |
11,523
+150
| +1% | +$4.98K | 0.17% | 73 |
|
|
2023
Q2 | $417K | Buy |
11,373
+3,223
| +40% | +$118K | 0.19% | 70 |
|
|
2023
Q1 | $333K | Sell |
8,150
-25
| -0.3% | -$1.02K | 0.16% | 78 |
|
|
2022
Q4 | $419K | Buy |
8,175
+690
| +9% | +$35.4K | 0.21% | 55 |
|
|
2022
Q3 | $328K | Buy |
+7,485
| New | +$328K | 0.18% | 61 |
|
|
2022
Q2 | – | Sell |
-6,157
| Closed | -$320K | – | 175 |
|
|
2022
Q1 | $320K | Buy |
6,157
+272
| +5% | +$14.1K | 0.15% | 66 |
|
|
2021
Q4 | $351K | Sell |
5,885
-125
| -2% | -$7.46K | 0.16% | 64 |
|
|
2021
Q3 | $258K | Sell |
6,010
-89
| -1% | -$3.82K | 0.12% | 84 |
|
|
2021
Q2 | $239K | Buy |
6,099
+2,032
| +50% | +$79.6K | 0.12% | 92 |
|
|
2021
Q1 | $147K | Buy |
+4,067
| New | +$147K | 0.08% | 108 |
|