TWM
Thrive Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
41,473
-3,819
| -8% | -$92.6K | 0.16% | 73 |
|
|
2025
Q1 | $1.15M | Buy |
45,292
+5,021
| +12% | +$127K | 0.22% | 50 |
|
|
2024
Q4 | $1.07M | Sell |
40,271
-14,354
| -26% | -$381K | 0.19% | 60 |
|
|
2024
Q3 | $1.58M | Sell |
54,625
-313
| -0.6% | -$9.06K | 0.29% | 42 |
|
|
2024
Q2 | $1.54M | Buy |
54,938
+14,349
| +35% | +$401K | 0.3% | 38 |
|
|
2024
Q1 | $1.13M | Sell |
40,589
-345
| -0.8% | -$9.57K | 0.23% | 53 |
|
|
2023
Q4 | $1.18M | Sell |
40,934
-7,607
| -16% | -$219K | 0.26% | 49 |
|
|
2023
Q3 | $1.61M | Buy |
48,541
+3,716
| +8% | +$123K | 0.43% | 26 |
|
|
2023
Q2 | $1.64M | Sell |
44,825
-1,090
| -2% | -$40K | 0.43% | 26 |
|
|
2023
Q1 | $1.87M | Buy |
45,915
+1,993
| +5% | +$81.3K | 0.48% | 26 |
|
|
2022
Q4 | $2.25M | Buy |
43,922
+2,458
| +6% | +$126K | 0.64% | 22 |
|
|
2022
Q3 | $1.81M | Buy |
41,464
+652
| +2% | +$28.5K | 0.64% | 22 |
|
|
2022
Q2 | $2.14M | Buy |
40,812
+206
| +0.5% | +$10.8K | 0.75% | 22 |
|
|
2022
Q1 | $2.1M | Sell |
40,606
-1,071
| -3% | -$55.4K | 0.62% | 22 |
|
|
2021
Q4 | $2.46M | Buy |
+41,677
| New | +$2.46M | 0.84% | 17 |
|