MTWM
Masso Torrence Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,583
| Closed | -$228K | – | 110 |
|
|
2024
Q4 | $228K | Sell |
8,583
-6,060
| -41% | -$161K | 0.12% | 86 |
|
|
2024
Q3 | $424K | Buy |
14,643
+214
| +1% | +$6.19K | 0.23% | 63 |
|
|
2024
Q2 | $404K | Buy |
14,429
+6,631
| +85% | +$186K | 0.22% | 61 |
|
|
2024
Q1 | $216K | Buy |
+7,798
| New | +$216K | 0.13% | 88 |
|
|
2023
Q2 | – | Sell |
-5,179
| Closed | -$211K | – | 91 |
|
|
2023
Q1 | $211K | Sell |
5,179
-394
| -7% | -$16.1K | 0.17% | 84 |
|
|
2022
Q4 | $286K | Buy |
5,573
+4
| +0.1% | +$205 | 0.23% | 75 |
|
|
2022
Q3 | $244K | Buy |
5,569
+165
| +3% | +$7.23K | 0.22% | 71 |
|
|
2022
Q2 | $283K | Buy |
5,404
+104
| +2% | +$5.45K | 0.25% | 65 |
|
|
2022
Q1 | $274K | Buy |
5,300
+4
| +0.1% | +$207 | 0.22% | 65 |
|
|
2021
Q4 | $313K | Buy |
+5,296
| New | +$313K | 0.22% | 73 |
|