TWA
TPB Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,999
| Closed | -$205K | – | 45 |
|
|
2022
Q4 | $205K | Buy |
+3,999
| New | +$205K | 0.11% | 46 |
|
|
2022
Q3 | – | Sell |
-4,894
| Closed | -$256K | – | 48 |
|
|
2022
Q2 | $256K | Buy |
4,894
+882
| +22% | +$46.1K | 0.12% | 45 |
|
|
2022
Q1 | $208K | Hold |
4,012
| – | – | 0.08% | 43 |
|
|
2021
Q4 | $237K | Buy |
+4,012
| New | +$237K | 0.12% | 45 |
|