MGWM
Marks Group Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-72,182
| Closed | -$2.39M | – | 295 |
|
|
2023
Q3 | $2.39M | Buy |
72,182
+28,989
| +67% | +$962K | 0.3% | 103 |
|
|
2023
Q2 | $1.58M | Buy |
43,193
+4,312
| +11% | +$158K | 0.19% | 137 |
|
|
2023
Q1 | $1.59M | Buy |
38,881
+5,773
| +17% | +$236K | 0.2% | 131 |
|
|
2022
Q4 | $1.7M | Buy |
33,108
+2,805
| +9% | +$144K | 0.23% | 123 |
|
|
2022
Q3 | $1.33M | Buy |
30,303
+3,798
| +14% | +$166K | 0.2% | 130 |
|
|
2022
Q2 | $1.39M | Buy |
26,505
+4,561
| +21% | +$239K | 0.2% | 136 |
|
|
2022
Q1 | $1.14M | Sell |
21,944
-10,763
| -33% | -$557K | 0.14% | 155 |
|
|
2021
Q4 | $1.93M | Buy |
32,707
+5,599
| +21% | +$330K | 0.24% | 120 |
|
|
2021
Q3 | $1.17M | Buy |
27,108
+2,564
| +10% | +$110K | 0.16% | 142 |
|
|
2021
Q2 | $960K | Buy |
24,544
+1,678
| +7% | +$65.6K | 0.13% | 143 |
|
|
2021
Q1 | $830K | Buy |
22,866
+1,629
| +8% | +$59.1K | 0.12% | 145 |
|
|
2020
Q4 | $782K | Sell |
21,237
-531
| -2% | -$19.6K | 0.12% | 151 |
|
|
2020
Q3 | $799K | Buy |
21,768
+197
| +0.9% | +$7.23K | 0.14% | 143 |
|
|
2020
Q2 | $703K | Buy |
21,571
+630
| +3% | +$20.5K | 0.14% | 139 |
|
|
2020
Q1 | $682K | Buy |
20,941
+1,781
| +9% | +$58K | 0.18% | 134 |
|
|
2019
Q4 | $751K | Buy |
+19,160
| New | +$751K | 0.15% | 149 |
|