QWP
Quotient Wealth Partners’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $368K | Buy |
15,186
+3,018
| +25% | +$73.2K | 0.01% | 235 |
|
2025
Q1 | $308K | Buy |
12,168
+3,612
| +42% | +$91.5K | 0.01% | 254 |
|
2024
Q4 | $227K | Sell |
8,556
-1,711
| -17% | -$45.4K | 0.01% | 296 |
|
2024
Q3 | $297K | Buy |
10,267
+2,172
| +27% | +$62.9K | 0.01% | 251 |
|
2024
Q2 | $226K | Sell |
8,095
-842
| -9% | -$23.6K | 0.01% | 286 |
|
2024
Q1 | $248K | Sell |
8,937
-5,743
| -39% | -$159K | 0.01% | 260 |
|
2023
Q4 | $423K | Buy |
+14,680
| New | +$423K | 0.02% | 190 |
|