TCPG
Trivant Custom Portfolio Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,745
| Closed | -$44.2K | – | 175 |
|
|
2025
Q1 | $44.2K | Buy |
1,745
+12
| +0.7% | +$304 | 0.03% | 101 |
|
|
2024
Q4 | $46K | Buy |
1,733
+511
| +42% | +$13.6K | 0.03% | 87 |
|
|
2024
Q3 | $35.3K | Buy |
1,222
+11
| +0.9% | +$318 | 0.02% | 96 |
|
|
2024
Q2 | $33.9K | Buy |
1,211
+11
| +0.9% | +$308 | 0.02% | 109 |
|
|
2024
Q1 | $33.3K | Buy |
1,200
+600
| +100% | +$16.7K | 0.02% | 109 |
|
|
2023
Q4 | $17.3K | Hold |
600
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $19.9K | Hold |
600
| – | – | 0.01% | 131 |
|
|
2023
Q2 | $22K | Hold |
600
| – | – | 0.02% | 143 |
|
|
2023
Q1 | $24.5K | Buy |
+600
| New | +$24.5K | 0.02% | 148 |
|