SP
SWS Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
75,113
-5,803
| -7% | -$141K | 0.49% | 73 |
|
|
2025
Q1 | $2.05M | Buy |
80,916
+2,060
| +3% | +$52.2K | 0.67% | 55 |
|
|
2024
Q4 | $2.09M | Sell |
78,856
-14
| -0% | -$371 | 0.63% | 59 |
|
|
2024
Q3 | $2.28M | Sell |
78,870
-11,756
| -13% | -$340K | 0.73% | 55 |
|
|
2024
Q2 | $2.53M | Sell |
90,626
-4,957
| -5% | -$139K | 0.76% | 50 |
|
|
2024
Q1 | $2.65M | Buy |
95,583
+9,735
| +11% | +$270K | 0.79% | 45 |
|
|
2023
Q4 | $2.47M | Buy |
85,848
+16,745
| +24% | +$482K | 0.81% | 51 |
|
|
2023
Q3 | $2.29M | Sell |
69,103
-222
| -0.3% | -$7.36K | 0.85% | 47 |
|
|
2023
Q2 | $2.54M | Buy |
69,325
+8,594
| +14% | +$315K | 0.92% | 40 |
|
|
2023
Q1 | $2.48M | Buy |
+60,731
| New | +$2.48M | 0.92% | 36 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$52K | – | 107 |
|
|
2022
Q1 | $52K | Buy |
+1,000
| New | +$52K | 0.03% | 84 |
|
|
2018
Q2 | – | Sell |
-2,018
| Closed | -$71K | – | 251 |
|
|
2018
Q1 | $71K | Sell |
2,018
-622
| -24% | -$21.9K | 0.05% | 115 |
|
|
2017
Q4 | $96K | Buy |
+2,640
| New | +$96K | 0.07% | 93 |
|