SWM
SFG Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
14,138
+800
| +6% | +$19.4K | 0.21% | 63 |
|
|
2025
Q1 | $338K | Buy |
13,338
+4,735
| +55% | +$120K | 0.17% | 93 |
|
|
2024
Q4 | $228K | Buy |
+8,603
| New | +$228K | 0.12% | 90 |
|
|
2022
Q4 | – | Sell |
-4,584
| Closed | -$201K | – | 84 |
|
|
2022
Q3 | $201K | Buy |
+4,584
| New | +$201K | 0.27% | 73 |
|
|
2022
Q1 | – | Sell |
-3,576
| Closed | -$211K | – | 98 |
|
|
2021
Q4 | $211K | Buy |
+3,576
| New | +$211K | 0.19% | 91 |
|