EWM
Executive Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $428K | Sell |
16,148
-295
| -2% | -$7.83K | 0.03% | 177 |
|
|
2024
Q3 | $476K | Buy |
+16,443
| New | +$476K | 0.04% | 176 |
|
|
2024
Q2 | – | Sell |
-9,656
| Closed | -$268K | – | 215 |
|
|
2024
Q1 | $268K | Buy |
9,656
+766
| +9% | +$21.2K | 0.02% | 210 |
|
|
2023
Q4 | $256K | Sell |
8,890
-140,302
| -94% | -$4.04M | 0.02% | 184 |
|
|
2023
Q3 | $4.95M | Buy |
149,192
+2,681
| +2% | +$88.9K | 0.51% | 64 |
|
|
2023
Q2 | $5.37M | Buy |
146,511
+1,664
| +1% | +$61K | 0.56% | 60 |
|
|
2023
Q1 | $5.91M | Buy |
144,847
+5,873
| +4% | +$240K | 0.66% | 51 |
|
|
2022
Q4 | $7.12M | Buy |
138,974
+132,930
| +2,199% | +$6.81M | 0.87% | 35 |
|
|
2022
Q3 | $6.04K | Sell |
6,044
-130,910
| -96% | -$131K | 0.84% | 33 |
|
|
2022
Q2 | $7.18M | Sell |
136,954
-9,261
| -6% | -$486K | 0.97% | 27 |
|
|
2022
Q1 | $7.57M | Sell |
146,215
-15,475
| -10% | -$801K | 0.82% | 39 |
|
|
2021
Q4 | $9.55M | Buy |
161,690
+5,926
| +4% | +$350K | 0.95% | 26 |
|
|
2021
Q3 | $6.7M | Buy |
155,764
+477
| +0.3% | +$20.5K | 0.74% | 42 |
|
|
2021
Q2 | $6.08M | Buy |
155,287
+9,970
| +7% | +$390K | 0.67% | 51 |
|
|
2021
Q1 | $5.26M | Buy |
145,317
+6,319
| +5% | +$229K | 0.62% | 49 |
|
|
2020
Q4 | $5.12M | Buy |
138,998
+21,073
| +18% | +$776K | 0.63% | 43 |
|
|
2020
Q3 | $4.33M | Buy |
117,925
+3,862
| +3% | +$142K | 0.6% | 43 |
|
|
2020
Q2 | $3.73M | Sell |
114,063
-14,073
| -11% | -$460K | 0.56% | 42 |
|
|
2020
Q1 | $4.18M | Buy |
128,136
+6,135
| +5% | +$200K | 0.74% | 28 |
|
|
2019
Q4 | $4.78M | Buy |
122,001
+12,742
| +12% | +$499K | 0.65% | 43 |
|
|
2019
Q3 | $3.93M | Buy |
109,259
+15,421
| +16% | +$554K | 0.6% | 42 |
|
|
2019
Q2 | $4.07M | Buy |
93,838
+10,991
| +13% | +$476K | 0.58% | 37 |
|
|
2019
Q1 | $3.52M | Buy |
82,847
+4,846
| +6% | +$206K | 0.63% | 33 |
|
|
2018
Q4 | $3.41M | Buy |
+78,001
| New | +$3.41M | 0.6% | 27 |
|