EWM
EPG Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,259
| Closed | -$506K | – | 443 |
|
|
2023
Q3 | $506K | Buy |
15,259
+30
| +0.2% | +$995 | 0.15% | 147 |
|
|
2023
Q2 | $559K | Sell |
15,229
-976
| -6% | -$35.8K | 0.17% | 137 |
|
|
2023
Q1 | $661K | Buy |
16,205
+2,098
| +15% | +$85.6K | 0.21% | 113 |
|
|
2022
Q4 | $723K | Sell |
14,107
-996
| -7% | -$51K | 0.28% | 83 |
|
|
2022
Q3 | $661K | Buy |
15,103
+491
| +3% | +$21.5K | 0.27% | 84 |
|
|
2022
Q2 | $766K | Buy |
14,612
+79
| +0.5% | +$4.14K | 0.33% | 72 |
|
|
2022
Q1 | $752K | Buy |
14,533
+2,151
| +17% | +$111K | 0.26% | 79 |
|
|
2021
Q4 | $731K | Buy |
12,382
+664
| +6% | +$39.2K | 0.26% | 77 |
|
|
2021
Q3 | $504K | Buy |
11,718
+2,034
| +21% | +$87.5K | 0.2% | 105 |
|
|
2021
Q2 | $379K | Buy |
9,684
+46
| +0.5% | +$1.8K | 0.16% | 130 |
|
|
2021
Q1 | $349K | Buy |
9,638
+433
| +5% | +$15.7K | 0.17% | 123 |
|
|
2020
Q4 | $339K | Buy |
+9,205
| New | +$339K | 0.2% | 100 |
|
|
2020
Q2 | – | Sell |
-5,952
| Closed | -$194K | – | 588 |
|
|
2020
Q1 | $194K | Buy |
5,952
+3,680
| +162% | +$120K | 0.14% | 125 |
|
|
2019
Q4 | $89K | Buy |
+2,272
| New | +$89K | 0.07% | 165 |
|