Smallwood Wealth Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $130K | Sell |
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|
2025
Q2 | $136K | Hold |
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|
2025
Q1 | $142K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $222K | Buy |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $396K | Buy |
|