SDAM
Shulman DeMeo Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
16,557
-443
| -3% | -$10.7K | 0.1% | 74 |
|
|
2025
Q1 | $431K | Buy |
17,000
+126
| +0.7% | +$3.19K | 0.12% | 67 |
|
|
2024
Q4 | $448K | Sell |
16,874
-5,130
| -23% | -$136K | 0.12% | 67 |
|
|
2024
Q3 | $637K | Sell |
22,004
-3,209
| -13% | -$92.9K | 0.16% | 52 |
|
|
2024
Q2 | $705K | Sell |
25,213
-5,031
| -17% | -$141K | 0.18% | 45 |
|
|
2024
Q1 | $839K | Buy |
30,244
+172
| +0.6% | +$4.77K | 0.22% | 37 |
|
|
2023
Q4 | $866K | Sell |
30,072
-1,940
| -6% | -$55.9K | 0.25% | 35 |
|
|
2023
Q3 | $1.06M | Sell |
32,012
-129
| -0.4% | -$4.28K | 0.35% | 27 |
|
|
2023
Q2 | $1.18M | Sell |
32,141
-237
| -0.7% | -$8.69K | 0.35% | 27 |
|
|
2023
Q1 | $1.32M | Sell |
32,378
-6
| -0% | -$245 | 0.41% | 19 |
|
|
2022
Q4 | $1.66M | Buy |
32,384
+28
| +0.1% | +$1.44K | 0.55% | 17 |
|
|
2022
Q3 | $1.42M | Sell |
32,356
-326
| -1% | -$14.3K | 0.5% | 18 |
|
|
2022
Q2 | $1.71M | Buy |
32,682
+494
| +2% | +$25.9K | 0.57% | 14 |
|
|
2022
Q1 | $1.67M | Sell |
32,188
-1,048
| -3% | -$54.2K | 0.46% | 20 |
|
|
2021
Q4 | $1.96M | Buy |
33,236
+1,152
| +4% | +$68K | 0.51% | 17 |
|
|
2021
Q3 | $1.38M | Buy |
+32,084
| New | +$1.38M | 1.2% | 15 |
|
|
2021
Q2 | – | Sell |
-32,207
| Closed | -$1.17M | – | 122 |
|
|
2021
Q1 | $1.17M | Buy |
32,207
+2,002
| +7% | +$72.5K | 0.32% | 37 |
|
|
2020
Q4 | $1.11M | Buy |
30,205
+2,501
| +9% | +$92.1K | 0.32% | 37 |
|
|
2020
Q3 | $1.02M | Buy |
27,704
+1,006
| +4% | +$36.9K | 0.34% | 35 |
|
|
2020
Q2 | $873K | Buy |
26,698
+335
| +1% | +$11K | 0.34% | 34 |
|
|
2020
Q1 | $860K | Buy |
26,363
+1,752
| +7% | +$57.2K | 0.4% | 31 |
|
|
2019
Q4 | $964K | Sell |
24,611
-2,092
| -8% | -$81.9K | 0.33% | 36 |
|
|
2019
Q3 | $959K | Buy |
26,703
+1,958
| +8% | +$70.3K | 0.32% | 38 |
|
|
2019
Q2 | $1.07M | Buy |
24,745
+5,001
| +25% | +$217K | 0.4% | 29 |
|
|
2019
Q1 | $839K | Buy |
+19,744
| New | +$839K | 0.32% | 34 |
|