WDG
Wealth Dimensions Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
29,911
+128
| +0.4% | +$3.1K | 0.16% | 78 |
|
|
2025
Q1 | $755K | Buy |
29,783
+1,938
| +7% | +$49.1K | 0.18% | 69 |
|
|
2024
Q4 | $739K | Buy |
27,845
+3,552
| +15% | +$94.2K | 0.18% | 70 |
|
|
2024
Q3 | $703K | Buy |
24,293
+502
| +2% | +$14.5K | 0.18% | 67 |
|
|
2024
Q2 | $666K | Buy |
23,791
+454
| +2% | +$12.7K | 0.19% | 66 |
|
|
2024
Q1 | $648K | Buy |
23,337
+7,481
| +47% | +$208K | 0.19% | 65 |
|
|
2023
Q4 | $456K | Sell |
15,856
-3,391
| -18% | -$97.6K | 0.14% | 81 |
|
|
2023
Q3 | $638K | Sell |
19,247
-122
| -0.6% | -$4.05K | 0.23% | 58 |
|
|
2023
Q2 | $710K | Buy |
19,369
+568
| +3% | +$20.8K | 0.26% | 52 |
|
|
2023
Q1 | $767K | Buy |
18,801
+1,069
| +6% | +$43.6K | 0.3% | 47 |
|
|
2022
Q4 | $909K | Buy |
17,732
+1,089
| +7% | +$55.8K | 0.37% | 43 |
|
|
2022
Q3 | $728K | Sell |
16,643
-26
| -0.2% | -$1.14K | 0.36% | 42 |
|
|
2022
Q2 | $874K | Sell |
16,669
-23
| -0.1% | -$1.21K | 0.41% | 39 |
|
|
2022
Q1 | $864K | Sell |
16,692
-963
| -5% | -$49.8K | 0.4% | 45 |
|
|
2021
Q4 | $1.04M | Sell |
17,655
-331
| -2% | -$19.6K | 0.51% | 30 |
|
|
2021
Q3 | $774K | Sell |
17,986
-361
| -2% | -$15.5K | 0.5% | 40 |
|
|
2021
Q2 | $718K | Buy |
18,347
+53
| +0.3% | +$2.07K | 0.49% | 40 |
|
|
2021
Q1 | $663K | Buy |
18,294
+630
| +4% | +$22.8K | 0.51% | 38 |
|
|
2020
Q4 | $650K | Buy |
+17,664
| New | +$650K | 0.56% | 31 |
|