XWM
Xcel Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
199,636
-29,641
| -13% | -$718K | 1.38% | 22 |
|
|
2025
Q1 | $5.81M | Sell |
229,277
-2,890
| -1% | -$73.2K | 1.81% | 14 |
|
|
2024
Q4 | $6.16M | Sell |
232,167
-44,544
| -16% | -$1.18M | 1.71% | 15 |
|
|
2024
Q3 | $8.01M | Buy |
276,711
+1,055
| +0.4% | +$30.5K | 2.34% | 11 |
|
|
2024
Q2 | $7.71M | Buy |
275,656
+3,021
| +1% | +$84.5K | 2.42% | 11 |
|
|
2024
Q1 | $7.57M | Buy |
272,635
+35,280
| +15% | +$979K | 2.37% | 12 |
|
|
2023
Q4 | $6.83M | Sell |
237,355
-41,125
| -15% | -$1.18M | 2.4% | 10 |
|
|
2023
Q3 | $9.24M | Sell |
278,480
-14,424
| -5% | -$478K | 3.64% | 7 |
|
|
2023
Q2 | $10.7M | Buy |
292,904
+14,831
| +5% | +$544K | 3.39% | 6 |
|
|
2023
Q1 | $11.3M | Sell |
278,073
-13,855
| -5% | -$565K | 3.99% | 5 |
|
|
2022
Q4 | $15M | Sell |
291,928
-98,969
| -25% | -$5.07M | 5.89% | 1 |
|
|
2022
Q3 | $17.1M | Sell |
390,897
-27,090
| -6% | -$1.19M | 6.37% | 1 |
|
|
2022
Q2 | $21.9M | Sell |
417,987
-33,641
| -7% | -$1.76M | 7.99% | 1 |
|
|
2022
Q1 | $23.4M | Buy |
451,628
+19,404
| +4% | +$1M | 6.41% | 1 |
|
|
2021
Q4 | $25.5M | Buy |
432,224
+17,411
| +4% | +$1.03M | 6.56% | 1 |
|
|
2021
Q3 | $17.8M | Sell |
414,813
-340
| -0.1% | -$14.6K | 5.17% | 2 |
|
|
2021
Q2 | $16.3M | Sell |
415,153
-562
| -0.1% | -$22K | 4.91% | 2 |
|
|
2021
Q1 | $15.1M | Buy |
415,715
+199,479
| +92% | +$7.23M | 5.37% | 2 |
|
|
2020
Q4 | $7.96M | Sell |
216,236
-3,519
| -2% | -$130K | 3.44% | 5 |
|
|
2020
Q3 | $8.07M | Buy |
219,755
+365
| +0.2% | +$13.4K | 4.15% | 3 |
|
|
2020
Q2 | $7.17M | Buy |
219,390
+48,340
| +28% | +$1.58M | 4.45% | 3 |
|
|
2020
Q1 | $5.58M | Buy |
171,050
+16,126
| +10% | +$526K | 5.03% | 2 |
|
|
2019
Q4 | $6.07M | Buy |
154,924
+6,468
| +4% | +$253K | 5.04% | 3 |
|
|
2019
Q3 | $5.33M | Buy |
148,456
+41,827
| +39% | +$1.5M | 4.94% | 3 |
|
|
2019
Q2 | $4.62M | Buy |
106,629
+1,000
| +0.9% | +$43.3K | 4.53% | 5 |
|
|
2019
Q1 | $4.49M | Sell |
105,629
-5,530
| -5% | -$235K | 4.63% | 5 |
|
|
2018
Q4 | $4.85M | Buy |
+111,159
| New | +$4.85M | 5.93% | 3 |
|