WE
Wealth Effects’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
71,133
+5,572
| +8% | +$135K | 0.65% | 32 |
|
|
2025
Q1 | $1.66M | Buy |
65,561
+8,073
| +14% | +$205K | 0.7% | 29 |
|
|
2024
Q4 | $1.53M | Sell |
57,488
-8,634
| -13% | -$229K | 0.54% | 39 |
|
|
2024
Q3 | $1.91M | Sell |
66,122
-2,952
| -4% | -$85.4K | 0.67% | 30 |
|
|
2024
Q2 | $1.93M | Buy |
69,074
+18,436
| +36% | +$516K | 0.7% | 26 |
|
|
2024
Q1 | $1.41M | Sell |
50,638
-6,683
| -12% | -$185K | 0.52% | 43 |
|
|
2023
Q4 | $1.65M | Buy |
57,321
+828
| +1% | +$23.8K | 0.62% | 32 |
|
|
2023
Q3 | $1.87M | Buy |
56,493
+3,663
| +7% | +$122K | 0.93% | 16 |
|
|
2023
Q2 | $1.94M | Sell |
52,830
-74
| -0.1% | -$2.71K | 0.85% | 15 |
|
|
2023
Q1 | $2.16M | Sell |
52,904
-989
| -2% | -$40.4K | 1.11% | 15 |
|
|
2022
Q4 | $2.76M | Sell |
53,893
-20,233
| -27% | -$1.04M | 1.58% | 11 |
|
|
2022
Q3 | $3.24M | Buy |
74,126
+546
| +0.7% | +$23.9K | 1.98% | 10 |
|
|
2022
Q2 | $3.86M | Buy |
73,580
+3,198
| +5% | +$168K | 2.32% | 9 |
|
|
2022
Q1 | $3.64M | Buy |
70,382
+964
| +1% | +$49.9K | 1.7% | 13 |
|
|
2021
Q4 | $4.1M | Buy |
+69,418
| New | +$4.1M | 1.7% | 12 |
|