SWMG
Signature Wealth Management Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
152,598
-913
| -0.6% | -$22.1K | 1.46% | 29 |
|
|
2025
Q1 | $3.89M | Buy |
153,511
+20,873
| +16% | +$529K | 1.52% | 27 |
|
|
2024
Q4 | $3.52M | Sell |
132,638
-6,329
| -5% | -$168K | 1.41% | 31 |
|
|
2024
Q3 | $4.02M | Buy |
138,967
+2,801
| +2% | +$81.1K | 1.61% | 26 |
|
|
2024
Q2 | $3.81M | Buy |
136,166
+4,898
| +4% | +$137K | 1.67% | 21 |
|
|
2024
Q1 | $3.41M | Buy |
131,268
+6,161
| +5% | +$160K | 1.55% | 30 |
|
|
2023
Q4 | $3.6M | Buy |
+125,107
| New | +$3.6M | 1.66% | 23 |
|
|
2023
Q2 | $3.4M | Buy |
92,581
+9,348
| +11% | +$343K | 1.58% | 31 |
|
|
2023
Q1 | $3.4M | Buy |
83,233
+3,616
| +5% | +$148K | 1.61% | 31 |
|
|
2022
Q4 | $4.08M | Buy |
79,617
+1,162
| +1% | +$59.5K | 2% | 17 |
|
|
2022
Q3 | $3.43M | Sell |
78,455
-113
| -0.1% | -$4.95K | 1.74% | 22 |
|
|
2022
Q2 | $4.12M | Sell |
78,568
-460
| -0.6% | -$24.1K | 2% | 11 |
|
|
2022
Q1 | $4.09M | Buy |
79,028
+5,607
| +8% | +$290K | 1.84% | 15 |
|
|
2021
Q4 | $4.34M | Buy |
73,421
+156
| +0.2% | +$9.21K | 2.19% | 8 |
|
|
2021
Q3 | $3.15M | Sell |
73,265
-19,904
| -21% | -$856K | 1.75% | 30 |
|
|
2021
Q2 | $3.65M | Buy |
93,169
+825
| +0.9% | +$32.3K | 2.03% | 15 |
|
|
2021
Q1 | $3.35M | Buy |
92,344
+6,612
| +8% | +$240K | 1.97% | 16 |
|
|
2020
Q4 | $3.16M | Buy |
85,732
+290
| +0.3% | +$10.7K | 1.99% | 22 |
|
|
2020
Q3 | $3.14M | Buy |
85,442
+1,771
| +2% | +$65K | 2.26% | 16 |
|
|
2020
Q2 | $2.74M | Sell |
83,671
-11
| -0% | -$360 | 2.09% | 21 |
|
|
2020
Q1 | $2.73M | Buy |
83,682
+747
| +0.9% | +$24.4K | 2.4% | 14 |
|
|
2019
Q4 | $3.25M | Buy |
82,935
+765
| +0.9% | +$30K | 2.05% | 20 |
|
|
2019
Q3 | $2.95M | Buy |
82,170
+1,671
| +2% | +$60K | 1.95% | 26 |
|
|
2019
Q2 | $3.54M | Buy |
80,499
+96
| +0.1% | +$4.22K | 2.36% | 12 |
|
|
2019
Q1 | $3.42M | Sell |
80,403
-694
| -0.9% | -$29.5K | 2.39% | 11 |
|
|
2018
Q4 | $3.54M | Sell |
81,097
-185
| -0.2% | -$8.08K | 2.75% | 4 |
|
|
2018
Q3 | $3.51M | Sell |
81,282
-752
| -0.9% | -$32.5K | 2.61% | 8 |
|
|
2018
Q2 | $2.98M | Buy |
82,034
+685
| +0.8% | +$24.9K | 2.2% | 18 |
|
|
2018
Q1 | $2.89M | Buy |
81,349
+173
| +0.2% | +$6.14K | 2.23% | 17 |
|
|
2017
Q4 | $2.94M | Buy |
+81,176
| New | +$2.94M | 2.16% | 20 |
|