Smallwood Wealth Investment Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $142K | Buy |
+5,604
| New | +$142K | 0.09% | 88 |
|
|
2024
Q3 | – | Sell |
-7,416
| Closed | -$207K | – | 74 |
|
|
2024
Q2 | $207K | Sell |
7,416
-598
| -7% | -$16.7K | 0.16% | 65 |
|
|
2024
Q1 | $222K | Buy |
8,014
+602
| +8% | +$16.7K | 0.17% | 62 |
|
|
2023
Q4 | $213K | Sell |
7,412
-61
| -0.8% | -$1.76K | 0.18% | 62 |
|
|
2023
Q3 | $248K | Buy |
7,473
+502
| +7% | +$16.7K | 0.23% | 56 |
|
|
2023
Q2 | $256K | Buy |
6,971
+558
| +9% | +$20.5K | 0.23% | 55 |
|
|
2023
Q1 | $262K | Sell |
6,413
-411
| -6% | -$16.8K | 0.25% | 53 |
|
|
2022
Q4 | $350K | Buy |
6,824
+18
| +0.3% | +$922 | 0.3% | 52 |
|
|
2022
Q3 | $298K | Buy |
6,806
+126
| +2% | +$5.52K | 0.27% | 58 |
|
|
2022
Q2 | $350K | Sell |
6,680
-22
| -0.3% | -$1.15K | 0.35% | 47 |
|
|
2022
Q1 | $347K | Hold |
6,702
| – | – | 0.33% | 42 |
|
|
2021
Q4 | $396K | Buy |
+6,702
| New | +$396K | 0.37% | 40 |
|