SWM
Sendero Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
9,572
+28
| +0.3% | +$679 | 0.03% | 181 |
|
|
2025
Q1 | $242K | Buy |
9,544
+383
| +4% | +$9.71K | 0.03% | 168 |
|
|
2024
Q4 | $243K | Hold |
9,161
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $265K | Hold |
9,161
| – | – | 0.04% | 152 |
|
|
2024
Q2 | $256K | Sell |
9,161
-1,738
| -16% | -$48.6K | 0.04% | 149 |
|
|
2024
Q1 | $302K | Buy |
10,899
+1,738
| +19% | +$48.2K | 0.05% | 144 |
|
|
2023
Q4 | $264K | Hold |
9,161
| – | – | 0.05% | 140 |
|
|
2023
Q3 | $304K | Hold |
9,161
| – | – | 0.07% | 136 |
|
|
2023
Q2 | $336K | Buy |
+9,161
| New | +$336K | 0.07% | 127 |
|