SPWG
Syntegra Private Wealth Group’s Pfizer PFE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-8,538
| Closed | -$216K | – | 182 |
|
2025
Q1 | $216K | Sell |
8,538
-1,645
| -16% | -$41.7K | 0.03% | 154 |
|
2024
Q4 | $270K | Sell |
10,183
-676
| -6% | -$17.9K | 0.03% | 130 |
|
2024
Q3 | $314K | Buy |
10,859
+19
| +0.2% | +$550 | 0.04% | 121 |
|
2024
Q2 | $303K | Buy |
10,840
+307
| +3% | +$8.59K | 0.04% | 114 |
|
2024
Q1 | $292K | Sell |
10,533
-246
| -2% | -$6.83K | 0.04% | 115 |
|
2023
Q4 | $310K | Sell |
10,779
-710
| -6% | -$20.4K | 0.04% | 100 |
|
2023
Q3 | $381K | Buy |
11,489
+83
| +0.7% | +$2.75K | 0.06% | 80 |
|
2023
Q2 | $418K | Buy |
11,406
+1,189
| +12% | +$43.6K | 0.06% | 80 |
|
2023
Q1 | $417K | Sell |
10,217
-320
| -3% | -$13.1K | 0.07% | 76 |
|
2022
Q4 | $540K | Buy |
+10,537
| New | +$540K | 0.11% | 53 |
|