SWA
Sax Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
19,365
+8,066
| +71% | +$196K | 0.03% | 267 |
|
|
2025
Q1 | $286K | Buy |
11,299
+304
| +3% | +$7.7K | 0.02% | 302 |
|
|
2024
Q4 | $292K | Buy |
10,995
+1,630
| +17% | +$43.2K | 0.02% | 269 |
|
|
2024
Q3 | $271K | Sell |
9,365
-1,368
| -13% | -$39.6K | 0.02% | 233 |
|
|
2024
Q2 | $300K | Buy |
+10,733
| New | +$300K | 0.03% | 207 |
|
|
2024
Q1 | – | Sell |
-8,226
| Closed | -$237K | – | 211 |
|
|
2023
Q4 | $237K | Buy |
8,226
+1,251
| +18% | +$36K | 0.04% | 167 |
|
|
2023
Q3 | $231K | Buy |
6,975
+1,055
| +18% | +$35K | 0.05% | 161 |
|
|
2023
Q2 | $217K | Hold |
5,920
| – | – | 0.04% | 159 |
|
|
2023
Q1 | $242K | Sell |
5,920
-164
| -3% | -$6.69K | 0.05% | 152 |
|
|
2022
Q4 | $312K | Sell |
6,084
-598
| -9% | -$30.6K | 0.07% | 130 |
|
|
2022
Q3 | $292K | Buy |
6,682
+50
| +0.8% | +$2.19K | 0.08% | 133 |
|
|
2022
Q2 | $348K | Buy |
6,632
+325
| +5% | +$17.1K | 0.09% | 126 |
|
|
2022
Q1 | $326K | Sell |
6,307
-2,662
| -30% | -$138K | 0.08% | 136 |
|
|
2021
Q4 | $530K | Buy |
8,969
+1,962
| +28% | +$116K | 0.11% | 114 |
|
|
2021
Q3 | $301K | Sell |
7,007
-609
| -8% | -$26.2K | 0.07% | 133 |
|
|
2021
Q2 | $298K | Buy |
+7,616
| New | +$298K | 0.1% | 122 |
|