SWMP
Signature Wealth Management Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,529
| Closed | -$419K | – | 114 |
|
|
2025
Q1 | $419K | Buy |
16,529
+8,800
| +114% | +$223K | 0.27% | 67 |
|
|
2024
Q4 | $205K | Hold |
7,729
| – | – | 0.14% | 98 |
|
|
2024
Q3 | $224K | Sell |
7,729
-768
| -9% | -$22.2K | 0.16% | 94 |
|
|
2024
Q2 | $238K | Sell |
8,497
-9,400
| -53% | -$263K | 0.18% | 91 |
|
|
2024
Q1 | $497K | Sell |
17,897
-500
| -3% | -$13.9K | 0.4% | 54 |
|
|
2023
Q4 | $530K | Sell |
18,397
-607
| -3% | -$17.5K | 0.46% | 47 |
|
|
2023
Q3 | $630K | Buy |
19,004
+1,700
| +10% | +$56.4K | 0.62% | 39 |
|
|
2023
Q2 | $635K | Buy |
17,304
+7,875
| +84% | +$289K | 0.59% | 43 |
|
|
2023
Q1 | $385K | Sell |
9,429
-4,125
| -30% | -$168K | 0.36% | 64 |
|
|
2022
Q4 | $695K | Hold |
13,554
| – | – | 0.68% | 38 |
|
|
2022
Q3 | $593K | Hold |
13,554
| – | – | 0.65% | 42 |
|
|
2022
Q2 | $711K | Sell |
13,554
-675
| -5% | -$35.4K | 0.73% | 36 |
|
|
2022
Q1 | $737K | Sell |
14,229
-2,235
| -14% | -$116K | 0.63% | 44 |
|
|
2021
Q4 | $972K | Hold |
16,464
| – | – | 0.82% | 32 |
|
|
2021
Q3 | $708K | Buy |
16,464
+2,422
| +17% | +$104K | 0.64% | 38 |
|
|
2021
Q2 | $550K | Sell |
14,042
-264
| -2% | -$10.3K | 0.5% | 53 |
|
|
2021
Q1 | $518K | Buy |
14,306
+419
| +3% | +$15.2K | 0.5% | 57 |
|
|
2020
Q4 | $511K | Buy |
+13,887
| New | +$511K | 0.51% | 47 |
|