TWM
Tradition Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
9,977
-47
| -0.5% | -$1.14K | 0.02% | 400 |
|
|
2025
Q1 | $254K | Sell |
10,024
-936
| -9% | -$23.7K | 0.02% | 367 |
|
|
2024
Q4 | $291K | Sell |
10,960
-14,398
| -57% | -$382K | 0.03% | 326 |
|
|
2024
Q3 | $734K | Buy |
25,358
+1,099
| +5% | +$31.8K | 0.07% | 193 |
|
|
2024
Q2 | $679K | Sell |
24,259
-1,322
| -5% | -$37K | 0.07% | 190 |
|
|
2024
Q1 | $710K | Buy |
25,581
+8,790
| +52% | +$244K | 0.07% | 172 |
|
|
2023
Q4 | $483K | Buy |
16,791
+2,583
| +18% | +$74.3K | 0.05% | 198 |
|
|
2023
Q3 | $471K | Sell |
14,208
-1,049
| -7% | -$34.8K | 0.06% | 184 |
|
|
2023
Q2 | $560K | Sell |
15,257
-1,927
| -11% | -$70.7K | 0.07% | 167 |
|
|
2023
Q1 | $701K | Buy |
17,184
+1,335
| +8% | +$54.5K | 0.09% | 138 |
|
|
2022
Q4 | $812K | Sell |
15,849
-548
| -3% | -$28.1K | 0.11% | 123 |
|
|
2022
Q3 | $718K | Buy |
16,397
+480
| +3% | +$21K | 0.11% | 129 |
|
|
2022
Q2 | $835K | Sell |
15,917
-200
| -1% | -$10.5K | 0.12% | 119 |
|
|
2022
Q1 | $834K | Buy |
16,117
+1,268
| +9% | +$65.6K | 0.11% | 138 |
|
|
2021
Q4 | $877K | Buy |
14,849
+2,128
| +17% | +$126K | 0.11% | 138 |
|
|
2021
Q3 | $547K | Buy |
12,721
+1,673
| +15% | +$71.9K | 0.08% | 163 |
|
|
2021
Q2 | $433K | Buy |
11,048
+26
| +0.2% | +$1.02K | 0.06% | 193 |
|
|
2021
Q1 | $399K | Buy |
11,022
+1,080
| +11% | +$39.1K | 0.07% | 178 |
|
|
2020
Q4 | $366K | Buy |
+9,942
| New | +$366K | 0.07% | 175 |
|