TCWA
Turtle Creek Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
+16,452
| New | +$399K | 0.05% | 191 |
|
|
2025
Q1 | – | Sell |
-10,394
| Closed | -$276K | – | 125 |
|
|
2024
Q4 | $276K | Buy |
10,394
+1,326
| +15% | +$35.2K | 0.06% | 71 |
|
|
2024
Q3 | $262K | Buy |
+9,068
| New | +$262K | 0.05% | 152 |
|
|
2024
Q1 | – | Sell |
-3,380
| Closed | -$97.3K | – | 646 |
|
|
2023
Q4 | $97.3K | Buy |
+3,380
| New | +$97.3K | 0.03% | 203 |
|