SWS
SYSTM Wealth Solutions’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,876
| Closed | -$360K | – | 480 |
|
|
2024
Q2 | $360K | Sell |
12,876
-63,508
| -83% | -$1.78M | 0.08% | 159 |
|
|
2024
Q1 | $2.12M | Sell |
76,384
-115,320
| -60% | -$3.2M | 0.27% | 111 |
|
|
2023
Q4 | $5.52M | Buy |
191,704
+3,058
| +2% | +$88K | 0.76% | 25 |
|
|
2023
Q3 | $6.26M | Sell |
188,646
-35,773
| -16% | -$1.19M | 0.96% | 14 |
|
|
2023
Q2 | $8.23M | Buy |
224,419
+17,059
| +8% | +$626K | 1.11% | 10 |
|
|
2023
Q1 | $8.46M | Sell |
207,360
-11,674
| -5% | -$476K | 1.3% | 12 |
|
|
2022
Q4 | $11.2M | Buy |
+219,034
| New | +$11.2M | 1.4% | 5 |
|