EHWM
Eads & Heald Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,325
| Closed | -$236K | – | 141 |
|
|
2025
Q1 | $236K | Buy |
+9,325
| New | +$236K | 0.12% | 133 |
|
|
2024
Q4 | – | Sell |
-8,858
| Closed | -$256K | – | 144 |
|
|
2024
Q3 | $256K | Buy |
8,858
+45
| +0.5% | +$1.3K | 0.12% | 134 |
|
|
2024
Q2 | $247K | Buy |
8,813
+1,121
| +15% | +$31.4K | 0.12% | 130 |
|
|
2024
Q1 | $213K | Sell |
7,692
-450
| -6% | -$12.5K | 0.1% | 139 |
|
|
2023
Q4 | $234K | Sell |
8,142
-4,803
| -37% | -$138K | 0.11% | 137 |
|
|
2023
Q3 | $429K | Sell |
12,945
-3,090
| -19% | -$102K | 0.23% | 114 |
|
|
2023
Q2 | $588K | Buy |
16,035
+4,035
| +34% | +$148K | 0.29% | 103 |
|
|
2023
Q1 | $490K | Buy |
12,000
+4,518
| +60% | +$184K | 0.24% | 112 |
|
|
2022
Q4 | $383K | Sell |
7,482
-140
| -2% | -$7.17K | 0.19% | 120 |
|
|
2022
Q3 | $334K | Sell |
7,622
-740
| -9% | -$32.4K | 0.19% | 121 |
|
|
2022
Q2 | $438K | Sell |
8,362
-340
| -4% | -$17.8K | 0.24% | 114 |
|
|
2022
Q1 | $451K | Sell |
8,702
-2,274
| -21% | -$118K | 0.21% | 115 |
|
|
2021
Q4 | $648K | Sell |
10,976
-644
| -6% | -$38K | 0.28% | 109 |
|
|
2021
Q3 | $500K | Sell |
11,620
-10
| -0.1% | -$430 | 0.24% | 111 |
|
|
2021
Q2 | $455K | Buy |
11,630
+195
| +2% | +$7.63K | 0.22% | 111 |
|
|
2021
Q1 | $414K | Buy |
11,435
+1,214
| +12% | +$44K | 0.21% | 114 |
|
|
2020
Q4 | $376K | Hold |
10,221
| – | – | 0.2% | 114 |
|
|
2020
Q3 | $375K | Buy |
10,221
+580
| +6% | +$21.3K | 0.22% | 108 |
|
|
2020
Q2 | $315K | Sell |
9,641
-25
| -0.3% | -$817 | 0.19% | 109 |
|
|
2020
Q1 | $315K | Buy |
9,666
+315
| +3% | +$10.3K | 0.22% | 110 |
|
|
2019
Q4 | $366K | Buy |
9,351
+245
| +3% | +$9.59K | 0.19% | 115 |
|
|
2019
Q3 | $327K | Buy |
+9,106
| New | +$327K | 0.18% | 114 |
|