RWP
Ridgecrest Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Sell |
28,022
-1,293
| -4% | -$31.3K | 0.36% | 53 |
|
|
2025
Q1 | $743K | Buy |
29,315
+1,074
| +4% | +$27.2K | 0.39% | 50 |
|
|
2024
Q4 | $749K | Sell |
28,241
-6,817
| -19% | -$181K | 0.41% | 44 |
|
|
2024
Q3 | $1.01M | Sell |
35,058
-3,519
| -9% | -$102K | 0.53% | 40 |
|
|
2024
Q2 | $1.08M | Sell |
38,577
-6,934
| -15% | -$194K | 0.65% | 34 |
|
|
2024
Q1 | $1.26M | Sell |
45,511
-4,015
| -8% | -$111K | 0.75% | 31 |
|
|
2023
Q4 | $1.43M | Sell |
49,526
-2,779
| -5% | -$80K | 0.94% | 25 |
|
|
2023
Q3 | $1.73M | Sell |
52,305
-300
| -0.6% | -$9.95K | 1.22% | 20 |
|
|
2023
Q2 | $1.93M | Buy |
52,605
+175
| +0.3% | +$6.42K | 1.28% | 18 |
|
|
2023
Q1 | $2.14M | Sell |
52,430
-100
| -0.2% | -$4.08K | 1.52% | 18 |
|
|
2022
Q4 | $2.69M | Sell |
52,530
-150
| -0.3% | -$7.69K | 2.04% | 15 |
|
|
2022
Q3 | $2.31M | Sell |
52,680
-17,519
| -25% | -$767K | 1.88% | 15 |
|
|
2022
Q2 | $3.68M | Buy |
70,199
+15
| +0% | +$787 | 2.68% | 11 |
|
|
2022
Q1 | $3.63M | Hold |
70,184
| – | – | 2.31% | 12 |
|
|
2021
Q4 | $4.14M | Buy |
70,184
+4,115
| +6% | +$243K | 2.02% | 14 |
|
|
2021
Q3 | $2.84M | Buy |
66,069
+2,430
| +4% | +$105K | 1.55% | 18 |
|
|
2021
Q2 | $2.49M | Buy |
63,639
+1,815
| +3% | +$71.1K | 1.56% | 18 |
|
|
2021
Q1 | $2.24M | Buy |
+61,824
| New | +$2.24M | 2.14% | 13 |
|