SPWM
Straight Path Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
54,216
+16,409
| +43% | +$398K | 0.45% | 27 |
|
|
2025
Q1 | $958K | Buy |
37,807
+200
| +0.5% | +$5.07K | 0.39% | 27 |
|
|
2024
Q4 | $998K | Sell |
37,607
-605
| -2% | -$16.1K | 0.39% | 30 |
|
|
2024
Q3 | $1.11M | Buy |
38,212
+1,187
| +3% | +$34.4K | 0.48% | 26 |
|
|
2024
Q2 | $1.04M | Buy |
37,025
+6,513
| +21% | +$182K | 0.53% | 25 |
|
|
2024
Q1 | $847K | Buy |
+30,512
| New | +$847K | 0.48% | 28 |
|