HWM
Howard Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,615
| Closed | -$202K | – | 118 |
|
|
2024
Q4 | $202K | Sell |
7,615
-417
| -5% | -$11.1K | 0.11% | 114 |
|
|
2024
Q3 | $232K | Sell |
8,032
-148
| -2% | -$4.28K | 0.14% | 106 |
|
|
2024
Q2 | $229K | Sell |
8,180
-1,396
| -15% | -$39.1K | 0.18% | 90 |
|
|
2024
Q1 | $266K | Sell |
9,576
-2,650
| -22% | -$73.5K | 0.22% | 85 |
|
|
2023
Q4 | $352K | Sell |
12,226
-457
| -4% | -$13.2K | 0.29% | 67 |
|
|
2023
Q3 | $421K | Buy |
12,683
+1,615
| +15% | +$53.6K | 0.39% | 57 |
|
|
2023
Q2 | $406K | Sell |
11,068
-250
| -2% | -$9.17K | 0.35% | 62 |
|
|
2023
Q1 | $462K | Hold |
11,318
| – | – | 0.39% | 61 |
|
|
2022
Q4 | $580K | Buy |
11,318
+85
| +0.8% | +$4.36K | 0.48% | 56 |
|
|
2022
Q3 | $491K | Buy |
11,233
+6,540
| +139% | +$286K | 0.35% | 63 |
|
|
2022
Q2 | $246K | Sell |
4,693
-6,926
| -60% | -$363K | 0.26% | 53 |
|
|
2022
Q1 | $601K | Sell |
11,619
-46
| -0.4% | -$2.38K | 0.33% | 65 |
|
|
2021
Q4 | $688K | Buy |
11,665
+43
| +0.4% | +$2.54K | 0.36% | 65 |
|
|
2021
Q3 | $499K | Sell |
11,622
-231
| -2% | -$9.92K | 0.28% | 81 |
|
|
2021
Q2 | $464K | Buy |
11,853
+918
| +8% | +$35.9K | 0.26% | 82 |
|
|
2021
Q1 | $396K | Sell |
10,935
-649
| -6% | -$23.5K | 0.23% | 88 |
|
|
2020
Q4 | $426K | Sell |
11,584
-154
| -1% | -$5.66K | 0.27% | 83 |
|
|
2020
Q3 | $430K | Buy |
11,738
+272
| +2% | +$9.96K | 0.31% | 73 |
|
|
2020
Q2 | $374K | Buy |
11,466
+102
| +0.9% | +$3.33K | 0.31% | 76 |
|
|
2020
Q1 | $370K | Sell |
11,364
-195
| -2% | -$6.35K | 0.39% | 65 |
|
|
2019
Q4 | $452K | Buy |
+11,559
| New | +$452K | 0.38% | 65 |
|