HWMG
Hurlow Wealth Management Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,616
| Closed | -$202K | – | 125 |
|
|
2024
Q4 | $202K | Sell |
7,616
-4
| -0.1% | -$106 | 0.06% | 120 |
|
|
2024
Q3 | $221K | Sell |
7,620
-421
| -5% | -$12.2K | 0.07% | 113 |
|
|
2024
Q2 | $225K | Buy |
8,041
+296
| +4% | +$8.28K | 0.08% | 110 |
|
|
2024
Q1 | $215K | Sell |
7,745
-1,746
| -18% | -$48.5K | 0.08% | 110 |
|
|
2023
Q4 | $273K | Sell |
9,491
-10,356
| -52% | -$298K | 0.1% | 88 |
|
|
2023
Q3 | $658K | Sell |
19,847
-45
| -0.2% | -$1.49K | 0.29% | 42 |
|
|
2023
Q2 | $730K | Buy |
19,892
+52
| +0.3% | +$1.91K | 0.31% | 40 |
|
|
2023
Q1 | $809K | Sell |
19,840
-21
| -0.1% | -$857 | 0.37% | 38 |
|
|
2022
Q4 | $1.02M | Buy |
19,861
+1,136
| +6% | +$58.2K | 0.53% | 33 |
|
|
2022
Q3 | $819K | Hold |
18,725
| – | – | 0.48% | 34 |
|
|
2022
Q2 | $982K | Hold |
18,725
| – | – | 0.57% | 31 |
|
|
2022
Q1 | $969K | Sell |
18,725
-632
| -3% | -$32.7K | 0.59% | 30 |
|
|
2021
Q4 | $695K | Buy |
19,357
+632
| +3% | +$22.7K | 0.55% | 30 |
|
|
2021
Q3 | $805K | Sell |
18,725
-388
| -2% | -$16.7K | 0.48% | 32 |
|
|
2021
Q2 | $748K | Sell |
19,113
-2,979
| -13% | -$117K | 0.49% | 32 |
|
|
2021
Q1 | $800K | Buy |
22,092
+217
| +1% | +$7.86K | 0.58% | 31 |
|
|
2020
Q4 | $805K | Buy |
21,875
+3,150
| +17% | +$116K | 0.63% | 27 |
|
|
2020
Q3 | $687K | Sell |
18,725
-64
| -0.3% | -$2.35K | 0.63% | 27 |
|
|
2020
Q2 | $662K | Hold |
18,789
| – | – | 0.64% | 27 |
|
|
2020
Q1 | $676K | Buy |
18,789
+919
| +5% | +$33.1K | 0.72% | 29 |
|
|
2019
Q4 | $724K | Hold |
17,870
| – | – | 0.71% | 28 |
|
|
2019
Q3 | $649K | Hold |
17,870
| – | – | 0.69% | 30 |
|
|
2019
Q2 | $770K | Hold |
17,870
| – | – | 0.81% | 27 |
|
|
2019
Q1 | $726K | Hold |
17,870
| – | – | 0.78% | 27 |
|
|
2018
Q4 | $706K | Buy |
+17,870
| New | +$706K | 0.85% | 28 |
|