AWM
Aevitas Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $313K | Buy |
6,112
+11
| +0.2% | +$564 | 0.19% | 93 |
|
|
2022
Q3 | $267K | Buy |
6,101
+27
| +0.4% | +$1.18K | 0.2% | 96 |
|
|
2022
Q2 | $318K | Buy |
6,074
+1,016
| +20% | +$53.2K | 0.22% | 90 |
|
|
2022
Q1 | $262K | Buy |
5,058
+292
| +6% | +$15.1K | 0.16% | 105 |
|
|
2021
Q4 | $281K | Buy |
+4,766
| New | +$281K | 0.17% | 108 |
|
|
2021
Q1 | – | Sell |
-12,585
| Closed | -$463K | – | 124 |
|
|
2020
Q4 | $463K | Sell |
12,585
-4,566
| -27% | -$168K | 0.34% | 69 |
|
|
2020
Q3 | $629K | Buy |
17,151
+1,235
| +8% | +$45.3K | 0.52% | 54 |
|
|
2020
Q2 | $520K | Buy |
15,916
+269
| +2% | +$8.79K | 0.48% | 58 |
|
|
2020
Q1 | $511K | Buy |
15,647
+231
| +1% | +$7.54K | 0.57% | 51 |
|
|
2019
Q4 | $604K | Buy |
15,416
+660
| +4% | +$25.9K | 0.57% | 52 |
|
|
2019
Q3 | $530K | Sell |
14,756
-568
| -4% | -$20.4K | 0.53% | 57 |
|
|
2019
Q2 | $664K | Buy |
15,324
+167
| +1% | +$7.24K | 0.67% | 44 |
|
|
2019
Q1 | $643K | Buy |
15,157
+2,292
| +18% | +$97.2K | 0.57% | 49 |
|
|
2018
Q4 | $562K | Buy |
12,865
+1,382
| +12% | +$60.4K | 0.57% | 51 |
|
|
2018
Q3 | $506K | Buy |
11,483
+1,706
| +17% | +$75.2K | 0.46% | 61 |
|
|
2018
Q2 | $355K | Buy |
9,777
+1,518
| +18% | +$55.1K | 0.35% | 72 |
|
|
2018
Q1 | $293K | Buy |
8,259
+463
| +6% | +$16.4K | 0.29% | 82 |
|
|
2017
Q4 | $282K | Buy |
+7,796
| New | +$282K | 0.27% | 85 |
|