SWM
SeaCrest Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
86,556
+18,226
| +27% | +$442K | 0.23% | 82 |
|
|
2025
Q1 | $1.73M | Buy |
68,330
+2,740
| +4% | +$69.4K | 0.2% | 92 |
|
|
2024
Q4 | $1.74M | Sell |
65,590
-6,705
| -9% | -$178K | 0.18% | 96 |
|
|
2024
Q3 | $2.09M | Buy |
72,295
+4,262
| +6% | +$123K | 0.23% | 81 |
|
|
2024
Q2 | $1.9M | Buy |
68,033
+3,032
| +5% | +$84.8K | 0.22% | 82 |
|
|
2024
Q1 | $1.8M | Sell |
65,001
-44,655
| -41% | -$1.24M | 0.22% | 89 |
|
|
2023
Q4 | $3.23M | Sell |
109,656
-15,956
| -13% | -$470K | 0.4% | 44 |
|
|
2023
Q3 | $4.17M | Sell |
125,612
-2,940
| -2% | -$97.5K | 0.54% | 31 |
|
|
2023
Q2 | $4.72M | Buy |
128,552
+5,512
| +4% | +$202K | 0.6% | 24 |
|
|
2023
Q1 | $5.02M | Sell |
123,040
-8,204
| -6% | -$335K | 0.68% | 22 |
|
|
2022
Q4 | $6.72M | Sell |
131,244
-1,547
| -1% | -$79.3K | 0.96% | 12 |
|
|
2022
Q3 | $5.81M | Sell |
132,791
-7,735
| -6% | -$338K | 0.88% | 16 |
|
|
2022
Q2 | $7.37M | Buy |
140,526
+2,528
| +2% | +$133K | 0.93% | 9 |
|
|
2022
Q1 | $7.14M | Sell |
137,998
-57,549
| -29% | -$2.98M | 0.82% | 13 |
|
|
2021
Q4 | $11.5M | Buy |
195,547
+22,174
| +13% | +$1.31M | 1.27% | 9 |
|
|
2021
Q3 | $7.46M | Buy |
173,373
+30,959
| +22% | +$1.33M | 0.9% | 12 |
|
|
2021
Q2 | $5.58M | Buy |
142,414
+18,261
| +15% | +$715K | 0.67% | 22 |
|
|
2021
Q1 | $4.5M | Buy |
124,153
+5,867
| +5% | +$213K | 0.6% | 31 |
|
|
2020
Q4 | $4.35M | Sell |
118,286
-11,768
| -9% | -$433K | 0.61% | 30 |
|
|
2020
Q3 | $4.77M | Buy |
130,054
+17,285
| +15% | +$634K | 0.76% | 23 |
|
|
2020
Q2 | $3.69M | Buy |
112,769
+3,689
| +3% | +$121K | 0.64% | 30 |
|
|
2020
Q1 | $3.56M | Sell |
109,080
-10,535
| -9% | -$344K | 0.77% | 25 |
|
|
2019
Q4 | $4.69M | Buy |
119,615
+14,724
| +14% | +$577K | 0.79% | 19 |
|
|
2019
Q3 | $3.77M | Buy |
104,891
+10,290
| +11% | +$370K | 0.71% | 23 |
|
|
2019
Q2 | $4.1M | Buy |
94,601
+1,406
| +2% | +$60.9K | 0.83% | 19 |
|
|
2019
Q1 | $3.96M | Sell |
93,195
-5,046
| -5% | -$214K | 0.68% | 21 |
|
|
2018
Q4 | $4.29M | Sell |
98,241
-4,061
| -4% | -$177K | 0.88% | 15 |
|
|
2018
Q3 | $4.51M | Buy |
102,302
+1,031
| +1% | +$45.4K | 0.76% | 17 |
|
|
2018
Q2 | $3.67M | Sell |
101,271
-1,552
| -2% | -$56.3K | 0.66% | 22 |
|
|
2018
Q1 | $3.65M | Sell |
102,823
-14,721
| -13% | -$522K | 0.67% | 23 |
|
|
2017
Q4 | $4.26M | Buy |
+117,544
| New | +$4.26M | 0.78% | 19 |
|