SWM
Sculati Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
15,090
-5,989
| -28% | -$145K | 0.14% | 97 |
|
|
2025
Q1 | $534K | Sell |
21,079
-3,598
| -15% | -$91.2K | 0.22% | 72 |
|
|
2024
Q4 | $655K | Sell |
24,677
-5,305
| -18% | -$141K | 0.26% | 68 |
|
|
2024
Q3 | $868K | Sell |
29,982
-22,409
| -43% | -$649K | 0.35% | 66 |
|
|
2024
Q2 | $1.47M | Sell |
52,391
-1,596
| -3% | -$44.7K | 0.63% | 51 |
|
|
2024
Q1 | $1.5M | Sell |
53,987
-2,329
| -4% | -$64.6K | 0.65% | 52 |
|
|
2023
Q4 | $1.62M | Sell |
56,316
-6,045
| -10% | -$174K | 0.76% | 46 |
|
|
2023
Q3 | $2.07M | Buy |
62,361
+2,325
| +4% | +$77.1K | 1.06% | 29 |
|
|
2023
Q2 | $2.2M | Buy |
60,036
+548
| +0.9% | +$20.1K | 1.11% | 27 |
|
|
2023
Q1 | $2.43M | Buy |
59,488
+2,000
| +3% | +$81.6K | 1.29% | 24 |
|
|
2022
Q4 | $2.95M | Buy |
57,488
+77
| +0.1% | +$3.95K | 1.66% | 14 |
|
|
2022
Q3 | $2.51M | Buy |
57,411
+2,115
| +4% | +$92.5K | 1.48% | 16 |
|
|
2022
Q2 | $2.9M | Buy |
55,296
+1,984
| +4% | +$104K | 1.65% | 12 |
|
|
2022
Q1 | $2.76M | Buy |
53,312
+1,458
| +3% | +$75.5K | 1.35% | 17 |
|
|
2021
Q4 | $3.06M | Buy |
51,854
+114
| +0.2% | +$6.73K | 1.48% | 18 |
|
|
2021
Q3 | $2.23M | Buy |
51,740
+2,540
| +5% | +$109K | 1.18% | 27 |
|
|
2021
Q2 | $1.93M | Buy |
49,200
+425
| +0.9% | +$16.6K | 1.02% | 32 |
|
|
2021
Q1 | $1.77M | Buy |
48,775
+3,048
| +7% | +$110K | 1.02% | 35 |
|
|
2020
Q4 | $1.68M | Buy |
45,727
+885
| +2% | +$32.6K | 1.11% | 30 |
|
|
2020
Q3 | $1.65M | Buy |
44,842
+1,698
| +4% | +$62.3K | 1.23% | 28 |
|
|
2020
Q2 | $1.41M | Buy |
43,144
+3,808
| +10% | +$125K | 1.19% | 30 |
|
|
2020
Q1 | $1.28M | Buy |
39,336
+4,423
| +13% | +$144K | 1.41% | 24 |
|
|
2019
Q4 | $1.37M | Buy |
+34,913
| New | +$1.37M | 1.23% | 31 |
|