SWM
Spire Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
45,800
-22,488
| -33% | -$545K | 0.04% | 346 |
|
|
2025
Q1 | $1.73M | Buy |
68,288
+128
| +0.2% | +$3.24K | 0.06% | 287 |
|
|
2024
Q4 | $1.81M | Sell |
68,160
-5,185
| -7% | -$138K | 0.06% | 260 |
|
|
2024
Q3 | $2.12M | Sell |
73,345
-2,964
| -4% | -$85.8K | 0.07% | 221 |
|
|
2024
Q2 | $2.14M | Sell |
76,309
-19,009
| -20% | -$532K | 0.08% | 222 |
|
|
2024
Q1 | $2.65M | Buy |
95,318
+1,483
| +2% | +$41.2K | 0.05% | 212 |
|
|
2023
Q4 | $2.65M | Sell |
93,835
-4,150
| -4% | -$117K | 0.09% | 199 |
|
|
2023
Q3 | $3.25M | Buy |
97,985
+2,397
| +3% | +$79.5K | 0.12% | 180 |
|
|
2023
Q2 | $3.51M | Sell |
95,588
-5,111
| -5% | -$187K | 0.13% | 154 |
|
|
2023
Q1 | $4.11M | Buy |
100,699
+20,831
| +26% | +$850K | 0.16% | 126 |
|
|
2022
Q4 | $4.09M | Buy |
79,868
+8,162
| +11% | +$418K | 0.23% | 99 |
|
|
2022
Q3 | $3.14M | Sell |
71,706
-78,115
| -52% | -$3.42M | 0.19% | 110 |
|
|
2022
Q2 | $7.86M | Sell |
149,821
-29,711
| -17% | -$1.56M | 0.32% | 79 |
|
|
2022
Q1 | $9.29M | Sell |
179,532
-88,003
| -33% | -$4.56M | 0.25% | 113 |
|
|
2021
Q4 | $15.8M | Buy |
267,535
+70,569
| +36% | +$4.18M | 0.35% | 74 |
|
|
2021
Q3 | $8.59M | Buy |
196,966
+9,668
| +5% | +$422K | 0.23% | 117 |
|
|
2021
Q2 | $7.34M | Sell |
187,298
-82,349
| -31% | -$3.22M | 0.2% | 132 |
|
|
2021
Q1 | $9.73M | Buy |
+269,647
| New | +$9.73M | 0.26% | 108 |
|