TPWM
Twelve Points Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
15,406
+279
| +2% | +$6.76K | 0.1% | 143 |
|
|
2025
Q1 | $383K | Sell |
15,127
-7
| -0% | -$177 | 0.1% | 132 |
|
|
2024
Q4 | $402K | Sell |
15,134
-157
| -1% | -$4.17K | 0.12% | 132 |
|
|
2024
Q3 | $443K | Buy |
15,291
+202
| +1% | +$5.85K | 0.14% | 130 |
|
|
2024
Q2 | $422K | Buy |
+15,089
| New | +$422K | 0.15% | 128 |
|
|
2023
Q2 | – | Sell |
-5,319
| Closed | -$217K | – | 167 |
|
|
2023
Q1 | $217K | Buy |
5,319
+354
| +7% | +$14.4K | 0.12% | 151 |
|
|
2022
Q4 | $254K | Hold |
4,965
| – | – | 0.17% | 142 |
|
|
2022
Q3 | $217K | Hold |
4,965
| – | – | 0.17% | 146 |
|
|
2022
Q2 | $260K | Sell |
4,965
-233
| -4% | -$12.2K | 0.2% | 144 |
|
|
2022
Q1 | $269K | Sell |
5,198
-1,418
| -21% | -$73.4K | 0.2% | 147 |
|
|
2021
Q4 | $391K | Buy |
+6,616
| New | +$391K | 0.32% | 111 |
|