KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,387
| Closed | -$213K | – | 73 |
|
|
2023
Q4 | $213K | Sell |
7,387
-573
| -7% | -$16.5K | 0.21% | 61 |
|
|
2023
Q3 | $264K | Sell |
7,960
-265
| -3% | -$8.79K | 0.27% | 51 |
|
|
2023
Q2 | $302K | Buy |
8,225
+1,048
| +15% | +$38.5K | 0.3% | 50 |
|
|
2023
Q1 | $293K | Buy |
7,177
+19
| +0.3% | +$776 | 0.3% | 49 |
|
|
2022
Q4 | $367K | Buy |
7,158
+34
| +0.5% | +$1.74K | 0.42% | 41 |
|
|
2022
Q3 | $312K | Sell |
7,124
-208
| -3% | -$9.11K | 0.47% | 40 |
|
|
2022
Q2 | $384K | Buy |
7,332
+2,498
| +52% | +$131K | 0.57% | 32 |
|
|
2022
Q1 | $250K | Sell |
4,834
-2,671
| -36% | -$138K | 0.57% | 28 |
|
|
2021
Q4 | $443K | Buy |
7,505
+2,463
| +49% | +$145K | 0.54% | 34 |
|
|
2021
Q3 | $217K | Sell |
5,042
-5,404
| -52% | -$233K | 0.65% | 34 |
|
|
2021
Q2 | $409K | Sell |
10,446
-597
| -5% | -$23.4K | 0.16% | 91 |
|
|
2021
Q1 | $400K | Sell |
11,043
-694
| -6% | -$25.1K | 0.21% | 91 |
|
|
2020
Q4 | $432K | Buy |
11,737
+2,996
| +34% | +$110K | 0.26% | 78 |
|
|
2020
Q3 | $321K | Buy |
8,741
+521
| +6% | +$19.1K | 0.24% | 78 |
|
|
2020
Q2 | $269K | Sell |
8,220
-67
| -0.8% | -$2.19K | 0.25% | 79 |
|
|
2020
Q1 | $270K | Buy |
8,287
+67
| +0.8% | +$2.18K | 0.3% | 63 |
|
|
2019
Q4 | $322K | Buy |
+8,220
| New | +$322K | 0.27% | 74 |
|