HWM
Hohimer Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-47,328
| Closed | -$1.31M | – | 249 |
|
|
2024
Q1 | $1.31M | Buy |
47,328
+2,278
| +5% | +$63.2K | 0.31% | 90 |
|
|
2023
Q4 | $1.3M | Sell |
45,050
-60,250
| -57% | -$1.73M | 0.33% | 85 |
|
|
2023
Q3 | $3.49M | Sell |
105,300
-2,614
| -2% | -$86.7K | 1% | 30 |
|
|
2023
Q2 | $3.96M | Sell |
107,914
-2,082
| -2% | -$76.4K | 1.09% | 22 |
|
|
2023
Q1 | $4.49M | Buy |
109,996
+40,319
| +58% | +$1.65M | 1.3% | 14 |
|
|
2022
Q4 | $3.57M | Sell |
69,677
-2,773
| -4% | -$142K | 1.14% | 26 |
|
|
2022
Q3 | $3.17M | Buy |
72,450
+1,014
| +1% | +$44.4K | 1.02% | 34 |
|
|
2022
Q2 | $3.75M | Sell |
71,436
-30,010
| -30% | -$1.57M | 1.11% | 17 |
|
|
2022
Q1 | $5.25M | Buy |
101,446
+4,234
| +4% | +$219K | 1.04% | 23 |
|
|
2021
Q4 | $5.74M | Sell |
97,212
-8,066
| -8% | -$476K | 1.21% | 18 |
|
|
2021
Q3 | $4.53M | Sell |
105,278
-3,032
| -3% | -$130K | 0.95% | 27 |
|
|
2021
Q2 | $4.24M | Buy |
108,310
+7,133
| +7% | +$279K | 0.87% | 37 |
|
|
2021
Q1 | $3.67M | Buy |
101,177
+9,296
| +10% | +$337K | 0.89% | 33 |
|
|
2020
Q4 | $3.38M | Buy |
91,881
+41,119
| +81% | +$1.51M | 0.9% | 29 |
|
|
2020
Q3 | $1.92M | Buy |
50,762
+91
| +0.2% | +$3.44K | 0.55% | 60 |
|
|
2020
Q2 | $1.66M | Sell |
50,671
-683
| -1% | -$22.3K | 0.57% | 59 |
|
|
2020
Q1 | $1.97M | Buy |
51,354
+17,995
| +54% | +$690K | 0.83% | 40 |
|
|
2019
Q4 | $1.31M | Buy |
+33,359
| New | +$1.31M | 0.45% | 102 |
|