SSWM
Sheets Smith Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Sell |
24,886
-27,150
| -52% | -$658K | 0.07% | 256 |
|
|
2025
Q1 | $1.32M | Sell |
52,036
-1,369
| -3% | -$34.7K | 0.16% | 126 |
|
|
2024
Q4 | $1.42M | Sell |
53,405
-532
| -1% | -$14.1K | 0.17% | 120 |
|
|
2024
Q3 | $1.56M | Sell |
53,937
-2,896
| -5% | -$83.8K | 0.19% | 118 |
|
|
2024
Q2 | $1.59M | Sell |
56,833
-9,616
| -14% | -$269K | 0.19% | 118 |
|
|
2024
Q1 | $1.84M | Buy |
66,449
+24,233
| +57% | +$672K | 0.21% | 106 |
|
|
2023
Q4 | $1.22M | Sell |
42,216
-8,926
| -17% | -$257K | 0.17% | 121 |
|
|
2023
Q3 | $1.7M | Sell |
51,142
-1,073
| -2% | -$35.6K | 0.26% | 91 |
|
|
2023
Q2 | $1.92M | Buy |
52,215
+224
| +0.4% | +$8.22K | 0.28% | 88 |
|
|
2023
Q1 | $2.12M | Sell |
51,991
-629
| -1% | -$25.7K | 0.32% | 74 |
|
|
2022
Q4 | $2.7M | Sell |
52,620
-6
| -0% | -$307 | 0.42% | 58 |
|
|
2022
Q3 | $2.3M | Sell |
52,626
-801
| -1% | -$35.1K | 0.38% | 65 |
|
|
2022
Q2 | $2.8M | Sell |
53,427
-2,094
| -4% | -$110K | 0.46% | 54 |
|
|
2022
Q1 | $2.87M | Sell |
55,521
-4,239
| -7% | -$219K | 0.4% | 66 |
|
|
2021
Q4 | $3.53M | Buy |
59,760
+5,142
| +9% | +$304K | 0.44% | 59 |
|
|
2021
Q3 | $2.35M | Buy |
54,618
+5,750
| +12% | +$247K | 0.32% | 78 |
|
|
2021
Q2 | $1.91M | Buy |
48,868
+793
| +2% | +$31.1K | 0.26% | 92 |
|
|
2021
Q1 | $1.74M | Buy |
48,075
+585
| +1% | +$21.2K | 0.26% | 101 |
|
|
2020
Q4 | $1.75M | Sell |
47,490
-326
| -0.7% | -$12K | 0.26% | 95 |
|
|
2020
Q3 | $1.76M | Buy |
47,816
+2,892
| +6% | +$106K | 0.31% | 82 |
|
|
2020
Q2 | $1.47M | Buy |
44,924
+2,416
| +6% | +$79K | 0.29% | 84 |
|
|
2020
Q1 | $1.39M | Sell |
42,508
-2,928
| -6% | -$95.5K | 0.29% | 84 |
|
|
2019
Q4 | $1.78M | Sell |
45,436
-2,557
| -5% | -$100K | 0.34% | 74 |
|
|
2019
Q3 | $1.72M | Buy |
47,993
+272
| +0.6% | +$9.77K | 0.35% | 78 |
|
|
2019
Q2 | $2.07M | Buy |
47,721
+218
| +0.5% | +$9.44K | 0.42% | 69 |
|
|
2019
Q1 | $2.02M | Sell |
47,503
-242
| -0.5% | -$10.3K | 0.44% | 63 |
|
|
2018
Q4 | $2.08M | Sell |
47,745
-330
| -0.7% | -$14.4K | 0.56% | 51 |
|
|
2018
Q3 | $2.12M | Buy |
48,075
+223
| +0.5% | +$9.83K | 0.44% | 60 |
|
|
2018
Q2 | $1.74M | Sell |
47,852
-219
| -0.5% | -$7.95K | 0.41% | 64 |
|
|
2018
Q1 | $1.71M | Buy |
48,071
+236
| +0.5% | +$8.38K | 0.41% | 66 |
|
|
2017
Q4 | $1.73M | Buy |
47,835
+395
| +0.8% | +$14.3K | 0.41% | 69 |
|
|
2017
Q3 | $1.69M | Sell |
47,440
-698
| -1% | -$24.9K | 0.43% | 67 |
|
|
2017
Q2 | $1.62M | Sell |
48,138
-109
| -0.2% | -$3.66K | 0.43% | 72 |
|
|
2017
Q1 | $1.65M | Sell |
48,247
-4,385
| -8% | -$150K | 0.44% | 70 |
|
|
2016
Q4 | $1.71M | Buy |
52,632
+10,460
| +25% | +$340K | 0.48% | 61 |
|
|
2016
Q3 | $1.43M | Sell |
42,172
-337
| -0.8% | -$11.4K | 0.4% | 71 |
|
|
2016
Q2 | $1.5M | Buy |
42,509
+1,318
| +3% | +$46.4K | 0.43% | 67 |
|
|
2016
Q1 | $1.22M | Buy |
41,191
+8,190
| +25% | +$243K | 0.38% | 72 |
|
|
2015
Q4 | $1.07M | Buy |
33,001
+436
| +1% | +$14.1K | 0.32% | 83 |
|
|
2015
Q3 | $1.02M | Sell |
32,565
-81
| -0.2% | -$2.55K | 0.35% | 82 |
|
|
2015
Q2 | $1.1M | Sell |
32,646
-2,473
| -7% | -$82.9K | 0.3% | 104 |
|
|
2015
Q1 | $1.22M | Buy |
35,119
+150
| +0.4% | +$5.22K | 0.34% | 88 |
|
|
2014
Q4 | $1.09M | Buy |
34,969
+755
| +2% | +$23.5K | 0.28% | 102 |
|
|
2014
Q3 | $1.01M | Sell |
34,214
-1,323
| -4% | -$39.1K | 0.28% | 111 |
|
|
2014
Q2 | $1.06M | Sell |
35,537
-978
| -3% | -$29K | 0.28% | 104 |
|
|
2014
Q1 | $1.17M | Buy |
36,515
+159
| +0.4% | +$5.11K | 0.33% | 82 |
|
|
2013
Q4 | $1.11M | Buy |
36,356
+1,634
| +5% | +$50.1K | 0.31% | 82 |
|
|
2013
Q3 | $997K | Buy |
34,722
+3,527
| +11% | +$101K | 0.32% | 81 |
|
|
2013
Q2 | $874K | Buy |
+31,195
| New | +$874K | 0.3% | 87 |
|