PWP
Principle Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
163,543
-10,333
| -6% | -$250K | 0.25% | 81 |
|
|
2025
Q1 | $4.41M | Sell |
173,876
-16,141
| -8% | -$409K | 0.31% | 74 |
|
|
2024
Q4 | $5.04M | Sell |
190,017
-3,657
| -2% | -$97K | 0.35% | 65 |
|
|
2024
Q3 | $5.6M | Sell |
193,674
-1,228
| -0.6% | -$35.5K | 0.4% | 59 |
|
|
2024
Q2 | $5.45M | Sell |
194,902
-7,942
| -4% | -$222K | 0.42% | 59 |
|
|
2024
Q1 | $5.63M | Sell |
202,844
-87,384
| -30% | -$2.42M | 0.44% | 55 |
|
|
2023
Q4 | $8.36M | Sell |
290,228
-65,121
| -18% | -$1.87M | 0.72% | 33 |
|
|
2023
Q3 | $11.8M | Sell |
355,349
-60,706
| -15% | -$2.01M | 1.18% | 18 |
|
|
2023
Q2 | $15.3M | Sell |
416,055
-5,789
| -1% | -$212K | 1.53% | 13 |
|
|
2023
Q1 | $17.2M | Sell |
421,844
-1,753
| -0.4% | -$71.5K | 1.84% | 10 |
|
|
2022
Q4 | $21.7M | Sell |
423,597
-9,514
| -2% | -$487K | 2.46% | 7 |
|
|
2022
Q3 | $19K | Buy |
433,111
+5,939
| +1% | +$260 | 1.79% | 8 |
|
|
2022
Q2 | $22.4M | Sell |
427,172
-1,971
| -0.5% | -$103K | 2.7% | 7 |
|
|
2022
Q1 | $22.2M | Buy |
429,143
+2,522
| +0.6% | +$131K | 2.34% | 8 |
|
|
2021
Q4 | $25.2M | Buy |
426,621
+7,460
| +2% | +$441K | 2.65% | 7 |
|
|
2021
Q3 | $1.83M | Buy |
419,161
+5,584
| +1% | +$24.4K | 0.21% | 95 |
|
|
2021
Q2 | $16.2M | Sell |
413,577
-4,132
| -1% | -$162K | 1.84% | 10 |
|
|
2021
Q1 | $15.1M | Buy |
417,709
+9,458
| +2% | +$343K | 1.77% | 12 |
|
|
2020
Q4 | $15M | Buy |
408,251
+195,575
| +92% | +$7.2M | 1.98% | 10 |
|
|
2020
Q3 | $7.81M | Sell |
212,676
-3,081
| -1% | -$113K | 2.17% | 9 |
|
|
2020
Q2 | $6.36M | Buy |
215,757
+2,252
| +1% | +$66.4K | 1.87% | 14 |
|
|
2020
Q1 | $6.97M | Sell |
213,505
-337
| -0.2% | -$11K | 2.62% | 9 |
|
|
2019
Q4 | $8.38M | Sell |
213,842
-229
| -0.1% | -$8.97K | 2.68% | 7 |
|
|
2019
Q3 | $7.69M | Buy |
214,071
+134,390
| +169% | +$4.83M | 2.66% | 7 |
|
|
2019
Q2 | $3.45M | Buy |
79,681
+25,983
| +48% | +$1.13M | 1.78% | 12 |
|
|
2019
Q1 | $2.28M | Sell |
53,698
-516
| -1% | -$21.9K | 1.3% | 21 |
|
|
2018
Q4 | $2.37M | Buy |
+54,214
| New | +$2.37M | 1.99% | 15 |
|