TWP
TFO Wealth Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,483
| Closed | -$402K | – | 571 |
|
|
2024
Q1 | $402K | Sell |
14,483
-11,843
| -45% | -$329K | 0.08% | 28 |
|
|
2023
Q4 | $758K | Sell |
26,326
-27,260
| -51% | -$785K | 0.15% | 24 |
|
|
2023
Q3 | $1.97M | Buy |
53,586
+26,854
| +100% | +$985K | 0.41% | 17 |
|
|
2023
Q2 | $981K | Buy |
26,732
+26,547
| +14,350% | +$974K | 0.21% | 23 |
|
|
2023
Q1 | $7.55K | Buy |
185
+24
| +15% | +$979 | ﹤0.01% | 120 |
|
|
2022
Q4 | $29.1K | Sell |
161
-6
| -4% | -$1.08K | 0.01% | 69 |
|
|
2022
Q3 | $7K | Sell |
167
-92
| -36% | -$3.86K | ﹤0.01% | 97 |
|
|
2022
Q2 | $14K | Buy |
259
+92
| +55% | +$4.97K | ﹤0.01% | 106 |
|
|
2022
Q1 | $9K | Sell |
167
-500
| -75% | -$26.9K | ﹤0.01% | 100 |
|
|
2021
Q4 | $37K | Buy |
667
+373
| +127% | +$20.7K | 0.01% | 66 |
|
|
2021
Q3 | $13K | Buy |
294
+127
| +76% | +$5.62K | ﹤0.01% | 86 |
|
|
2021
Q2 | $7K | Hold |
167
| – | – | ﹤0.01% | 78 |
|
|
2021
Q1 | $6K | Hold |
167
| – | – | ﹤0.01% | 142 |
|
|
2020
Q4 | $6K | Hold |
167
| – | – | ﹤0.01% | 71 |
|
|
2020
Q3 | $6K | Sell |
167
-287
| -63% | -$10.3K | ﹤0.01% | 95 |
|
|
2020
Q2 | $15K | Hold |
454
| – | – | 0.01% | 73 |
|
|
2020
Q1 | $14K | Sell |
454
-500
| -52% | -$15.4K | 0.01% | 85 |
|
|
2019
Q4 | $37K | Buy |
+954
| New | +$37K | 0.03% | 72 |
|