SWM
Sterling Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $203K | Sell |
7,649
-975
| -11% | -$25.9K | 0.07% | 105 |
|
|
2024
Q3 | $250K | Buy |
8,624
+680
| +9% | +$19.7K | 0.09% | 101 |
|
|
2024
Q2 | $222K | Sell |
7,944
-705
| -8% | -$19.7K | 0.11% | 97 |
|
|
2024
Q1 | $240K | Hold |
8,649
| – | – | 0.12% | 87 |
|
|
2023
Q4 | $249K | Buy |
+8,649
| New | +$249K | 0.14% | 80 |
|