SWM
Stockman Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.37M | Buy |
386,720
+30,849
| +9% | +$748K | 1.27% | 33 |
|
|
2025
Q1 | $9.02M | Buy |
355,871
+66,496
| +23% | +$1.69M | 1.34% | 32 |
|
|
2024
Q4 | $7.68M | Sell |
289,375
-9,726
| -3% | -$258K | 1.2% | 30 |
|
|
2024
Q3 | $8.66M | Buy |
299,101
+22,199
| +8% | +$642K | 1.35% | 28 |
|
|
2024
Q2 | $7.75M | Buy |
276,902
+16,815
| +6% | +$470K | 1.36% | 28 |
|
|
2024
Q1 | $7.22M | Buy |
260,087
+39,327
| +18% | +$1.09M | 1.27% | 32 |
|
|
2023
Q4 | $6.36M | Buy |
220,760
+12,088
| +6% | +$348K | 1.27% | 31 |
|
|
2023
Q3 | $6.92M | Buy |
208,672
+10,230
| +5% | +$339K | 1.52% | 26 |
|
|
2023
Q2 | $7.28M | Buy |
198,442
+10,184
| +5% | +$374K | 1.56% | 24 |
|
|
2023
Q1 | $7.68M | Buy |
188,258
+5,445
| +3% | +$222K | 1.72% | 18 |
|
|
2022
Q4 | $9.37M | Sell |
182,813
-6,559
| -3% | -$336K | 2.15% | 13 |
|
|
2022
Q3 | $8.29M | Buy |
189,372
+9,922
| +6% | +$434K | 2.24% | 11 |
|
|
2022
Q2 | $9.41M | Buy |
179,450
+1,996
| +1% | +$105K | 2.4% | 8 |
|
|
2022
Q1 | $9.19M | Sell |
177,454
-1,324
| -0.7% | -$68.5K | 1.91% | 15 |
|
|
2021
Q4 | $10.6M | Sell |
178,778
-10,455
| -6% | -$617K | 2.15% | 5 |
|
|
2021
Q3 | $8.14M | Sell |
189,233
-1,546
| -0.8% | -$66.5K | 1.81% | 9 |
|
|
2021
Q2 | $7.47M | Buy |
190,779
+5,582
| +3% | +$219K | 1.78% | 12 |
|
|
2021
Q1 | $6.71M | Buy |
185,197
+20,971
| +13% | +$760K | 1.87% | 12 |
|
|
2020
Q4 | $6.05M | Buy |
164,226
+9,872
| +6% | +$363K | 1.85% | 14 |
|
|
2020
Q3 | $5.67M | Sell |
154,354
-1,377
| -0.9% | -$50.5K | 2.07% | 13 |
|
|
2020
Q2 | $5.09M | Buy |
155,731
+5,229
| +3% | +$171K | 1.91% | 15 |
|
|
2020
Q1 | $4.91M | Buy |
150,502
+2,513
| +2% | +$82K | 2.18% | 10 |
|
|
2019
Q4 | $5.8M | Buy |
147,989
+3,236
| +2% | +$127K | 2.06% | 13 |
|
|
2019
Q3 | $5.2M | Buy |
144,753
+16,744
| +13% | +$602K | 1.99% | 13 |
|
|
2019
Q2 | $5.55M | Buy |
128,009
+2,089
| +2% | +$90.5K | 2.26% | 10 |
|
|
2019
Q1 | $5.35M | Sell |
125,920
-3,349
| -3% | -$142K | 2.34% | 11 |
|
|
2018
Q4 | $5.64M | Sell |
129,269
-12,073
| -9% | -$527K | 2.7% | 6 |
|
|
2018
Q3 | $6.23M | Sell |
141,342
-4,610
| -3% | -$203K | 2.69% | 5 |
|
|
2018
Q2 | $5.3M | Buy |
145,952
+737
| +0.5% | +$26.7K | 2.42% | 11 |
|
|
2018
Q1 | $5.15M | Buy |
145,215
+4,794
| +3% | +$170K | 2.36% | 10 |
|
|
2017
Q4 | $5.09M | Sell |
140,421
-65
| -0% | -$2.35K | 2.28% | 10 |
|
|
2017
Q3 | $5.02M | Buy |
140,486
+75,743
| +117% | +$2.7M | 2.4% | 8 |
|
|
2017
Q2 | $2.18M | Sell |
64,743
-80,107
| -55% | -$2.69M | 2.17% | 9 |
|
|
2017
Q1 | $4.96M | Buy |
144,850
+10,524
| +8% | +$360K | 2.82% | 3 |
|
|
2016
Q4 | $4.36M | Buy |
134,326
+10,357
| +8% | +$336K | 2.65% | 7 |
|
|
2016
Q3 | $4.2M | Buy |
123,969
+2,072
| +2% | +$70.2K | 2.6% | 9 |
|
|
2016
Q2 | $4.29M | Buy |
121,897
+5,681
| +5% | +$200K | 3.36% | 6 |
|
|
2016
Q1 | $3.45M | Buy |
116,216
+15,382
| +15% | +$456K | 2.73% | 10 |
|
|
2015
Q4 | $3.26M | Buy |
100,834
+1,953
| +2% | +$63K | 2.63% | 10 |
|
|
2015
Q3 | $3.11M | Buy |
98,881
+1,132
| +1% | +$35.6K | 2.68% | 10 |
|
|
2015
Q2 | $3.28M | Buy |
97,749
+209
| +0.2% | +$7.01K | 2.79% | 10 |
|
|
2015
Q1 | $3.39M | Buy |
97,540
+55
| +0.1% | +$1.91K | 2.9% | 8 |
|
|
2014
Q4 | $3.04M | Buy |
+97,485
| New | +$3.04M | 2.6% | 11 |
|