SPWM
Schrum Private Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
13,816
-92
| -0.7% | -$2.23K | 0.27% | 90 |
|
|
2025
Q1 | $352K | Sell |
13,908
-446
| -3% | -$11.3K | 0.31% | 83 |
|
|
2024
Q4 | $381K | Sell |
14,354
-16,948
| -54% | -$450K | 0.32% | 78 |
|
|
2024
Q3 | $906K | Buy |
31,302
+10,658
| +52% | +$308K | 0.47% | 55 |
|
|
2024
Q2 | $578K | Sell |
20,644
-4,409
| -18% | -$123K | 0.52% | 53 |
|
|
2024
Q1 | $695K | Buy |
25,053
+8,296
| +50% | +$230K | 0.63% | 44 |
|
|
2023
Q4 | $482K | Sell |
16,757
-10,183
| -38% | -$293K | 0.68% | 44 |
|
|
2023
Q3 | $894K | Buy |
26,940
+122
| +0.5% | +$4.05K | 1.02% | 28 |
|
|
2023
Q2 | $984K | Buy |
26,818
+19
| +0.1% | +$697 | 1.06% | 27 |
|
|
2023
Q1 | $1.09M | Sell |
26,799
-183
| -0.7% | -$7.47K | 1.26% | 22 |
|
|
2022
Q4 | $1.38M | Sell |
26,982
-1,043
| -4% | -$53.4K | 1.64% | 14 |
|
|
2022
Q3 | $1.23M | Sell |
28,025
-507
| -2% | -$22.2K | 1.55% | 19 |
|
|
2022
Q2 | $1.5M | Sell |
28,532
-50
| -0.2% | -$2.62K | 1.69% | 13 |
|
|
2022
Q1 | $1.44M | Buy |
28,582
+12
| +0% | +$603 | 1.44% | 17 |
|
|
2021
Q4 | $1.69M | Buy |
+28,570
| New | +$1.69M | 1.54% | 16 |
|