SWA
Sightline Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
15,426
+197
| +1% | +$4.78K | 0.18% | 63 |
|
|
2025
Q1 | $386K | Buy |
15,229
+95
| +0.6% | +$2.41K | 0.2% | 57 |
|
|
2024
Q4 | $402K | Buy |
15,134
+3,366
| +29% | +$89.3K | 0.22% | 55 |
|
|
2024
Q3 | $341K | Sell |
11,768
-3,132
| -21% | -$90.6K | 0.19% | 60 |
|
|
2024
Q2 | $417K | Buy |
14,900
+87
| +0.6% | +$2.43K | 0.26% | 53 |
|
|
2024
Q1 | $411K | Sell |
14,813
-14
| -0.1% | -$389 | 0.27% | 53 |
|
|
2023
Q4 | $427K | Sell |
14,827
-526
| -3% | -$15.1K | 0.32% | 46 |
|
|
2023
Q3 | $509K | Buy |
15,353
+122
| +0.8% | +$4.05K | 0.48% | 39 |
|
|
2023
Q2 | $621K | Sell |
15,231
-2,069
| -12% | -$84.4K | 0.62% | 30 |
|
|
2023
Q1 | $706K | Sell |
17,300
-807
| -4% | -$32.9K | 0.72% | 29 |
|
|
2022
Q4 | $928K | Buy |
18,107
+4,351
| +32% | +$223K | 1% | 23 |
|
|
2022
Q3 | $607K | Buy |
13,756
+43
| +0.3% | +$1.9K | 0.71% | 23 |
|
|
2022
Q2 | $717K | Buy |
13,713
+41
| +0.3% | +$2.14K | 0.7% | 22 |
|
|
2022
Q1 | $708K | Sell |
13,672
-107
| -0.8% | -$5.54K | 0.59% | 26 |
|
|
2021
Q4 | $789K | Sell |
13,779
-2,472
| -15% | -$142K | 0.71% | 21 |
|
|
2021
Q3 | $699K | Buy |
16,251
+41
| +0.3% | +$1.76K | 0.58% | 26 |
|
|
2021
Q2 | $635K | Buy |
16,210
+1,077
| +7% | +$42.2K | 0.53% | 28 |
|
|
2021
Q1 | $549K | Sell |
15,133
-432
| -3% | -$15.7K | 0.51% | 33 |
|
|
2020
Q4 | $573K | Buy |
+15,565
| New | +$573K | 0.56% | 33 |
|