TCPWM
Traverso Chambers Private Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $939K | Buy |
32,618
+589
| +2% | +$17K | 0.23% | 58 |
|
|
2023
Q3 | $1.06M | Buy |
32,029
+771
| +2% | +$25.6K | 0.28% | 45 |
|
|
2023
Q2 | $1.15M | Sell |
31,258
-27
| -0.1% | -$990 | 0.3% | 45 |
|
|
2023
Q1 | $1.28M | Buy |
31,285
+752
| +2% | +$30.7K | 0.35% | 38 |
|
|
2022
Q4 | $1.56M | Sell |
30,533
-164
| -0.5% | -$8.4K | 0.45% | 35 |
|
|
2022
Q3 | $1.34M | Buy |
30,697
+272
| +0.9% | +$11.9K | 0.41% | 37 |
|
|
2022
Q2 | $1.6M | Buy |
30,425
+464
| +2% | +$24.3K | 0.53% | 29 |
|
|
2022
Q1 | $1.55M | Sell |
29,961
-465
| -2% | -$24.1K | 0.46% | 35 |
|
|
2021
Q4 | $1.8M | Buy |
30,426
+469
| +2% | +$27.7K | 0.53% | 28 |
|
|
2021
Q3 | $1.29M | Sell |
29,957
-5
| -0% | -$215 | 0.4% | 35 |
|
|
2021
Q2 | $1.17M | Buy |
29,962
+731
| +3% | +$28.6K | 0.37% | 39 |
|
|
2021
Q1 | $1.06M | Buy |
29,231
+1,376
| +5% | +$49.9K | 0.36% | 38 |
|
|
2020
Q4 | $1.03M | Buy |
27,855
+1,061
| +4% | +$39K | 0.37% | 36 |
|
|
2020
Q3 | $983K | Buy |
26,794
+946
| +4% | +$34.7K | 0.38% | 33 |
|
|
2020
Q2 | $845K | Buy |
25,848
+1,111
| +4% | +$36.3K | 0.35% | 36 |
|
|
2020
Q1 | $807K | Buy |
24,737
+2,911
| +13% | +$95K | 0.38% | 35 |
|
|
2019
Q4 | $855K | Sell |
21,826
-667
| -3% | -$26.1K | 0.36% | 38 |
|
|
2019
Q3 | $808K | Sell |
22,493
-134
| -0.6% | -$4.81K | 0.39% | 37 |
|
|
2019
Q2 | $1M | Hold |
22,627
| – | – | 0.49% | 34 |
|
|
2019
Q1 | $961K | Sell |
22,627
-75
| -0.3% | -$3.19K | 0.47% | 33 |
|
|
2018
Q4 | $991K | Buy |
+22,702
| New | +$991K | 0.54% | 30 |
|