SWP
Summit Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
25,268
-1,376
| -5% | -$33.4K | 0.12% | 118 |
|
|
2025
Q1 | $675K | Buy |
26,644
+1,507
| +6% | +$38.2K | 0.14% | 105 |
|
|
2024
Q4 | $667K | Buy |
25,137
+200
| +0.8% | +$5.31K | 0.14% | 106 |
|
|
2024
Q3 | $722K | Buy |
24,937
+1,000
| +4% | +$28.9K | 0.14% | 110 |
|
|
2024
Q2 | $670K | Hold |
23,937
| – | – | 0.14% | 107 |
|
|
2024
Q1 | $664K | Sell |
23,937
-222
| -0.9% | -$6.16K | 0.14% | 106 |
|
|
2023
Q4 | $696K | Sell |
24,159
-602
| -2% | -$17.3K | 0.16% | 96 |
|
|
2023
Q3 | $821K | Buy |
24,761
+627
| +3% | +$20.8K | 0.21% | 75 |
|
|
2023
Q2 | $885K | Sell |
24,134
-45
| -0.2% | -$1.65K | 0.22% | 74 |
|
|
2023
Q1 | $987K | Hold |
24,179
| – | – | 0.25% | 65 |
|
|
2022
Q4 | $1.24M | Buy |
24,179
+45
| +0.2% | +$2.31K | 0.33% | 53 |
|
|
2022
Q3 | $1.06M | Hold |
24,134
| – | – | 0.3% | 56 |
|
|
2022
Q2 | $1.27M | Buy |
24,134
+4
| +0% | +$210 | 0.34% | 47 |
|
|
2022
Q1 | $1.25M | Sell |
24,130
-492
| -2% | -$25.5K | 0.28% | 48 |
|
|
2021
Q4 | $1.45M | Buy |
24,622
+334
| +1% | +$19.7K | 0.31% | 47 |
|
|
2021
Q3 | $1.04M | Buy |
24,288
+8
| +0% | +$344 | 0.25% | 52 |
|
|
2021
Q2 | $951K | Sell |
24,280
-1,248
| -5% | -$48.9K | 0.23% | 57 |
|
|
2021
Q1 | $925K | Sell |
25,528
-785
| -3% | -$28.4K | 0.24% | 56 |
|
|
2020
Q4 | $969K | Buy |
26,313
+2,363
| +10% | +$87K | 0.26% | 57 |
|
|
2020
Q3 | $879K | Buy |
23,950
+2
| +0% | +$73 | 0.26% | 60 |
|
|
2020
Q2 | $783K | Buy |
23,948
+1,167
| +5% | +$38.2K | 0.25% | 65 |
|
|
2020
Q1 | $744K | Sell |
22,781
-1,318
| -5% | -$43K | 0.3% | 50 |
|
|
2019
Q4 | $944K | Buy |
+24,099
| New | +$944K | 0.33% | 49 |
|