MWM
Mattern Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
8,566
| – | – | 0.04% | 154 |
|
|
2025
Q1 | $217K | Hold |
8,566
| – | – | 0.05% | 158 |
|
|
2024
Q4 | $227K | Sell |
8,566
-2,185
| -20% | -$58K | 0.05% | 153 |
|
|
2024
Q3 | $311K | Hold |
10,751
| – | – | 0.07% | 137 |
|
|
2024
Q2 | $301K | Hold |
10,751
| – | – | 0.07% | 140 |
|
|
2024
Q1 | $298K | Buy |
10,751
+100
| +0.9% | +$2.78K | 0.07% | 140 |
|
|
2023
Q4 | $307K | Sell |
10,651
-182
| -2% | -$5.24K | 0.08% | 135 |
|
|
2023
Q3 | $359K | Hold |
10,833
| – | – | 0.11% | 120 |
|
|
2023
Q2 | $397K | Hold |
10,833
| – | – | 0.12% | 118 |
|
|
2023
Q1 | $442K | Sell |
10,833
-100
| -0.9% | -$4.08K | 0.15% | 121 |
|
|
2022
Q4 | $560K | Hold |
10,933
| – | – | 0.23% | 96 |
|
|
2022
Q3 | $478K | Sell |
10,933
-400
| -4% | -$17.5K | 0.19% | 100 |
|
|
2022
Q2 | $594K | Buy |
11,333
+182
| +2% | +$9.54K | 0.23% | 85 |
|
|
2022
Q1 | $577K | Hold |
11,151
| – | – | 0.19% | 96 |
|
|
2021
Q4 | $658K | Hold |
11,151
| – | – | 0.19% | 100 |
|
|
2021
Q3 | $480K | Sell |
11,151
-2,450
| -18% | -$105K | 0.16% | 109 |
|
|
2021
Q2 | $549K | Buy |
13,601
+50
| +0.4% | +$2.02K | 0.18% | 109 |
|
|
2021
Q1 | $491K | Sell |
13,551
-1,109
| -8% | -$40.2K | 0.17% | 106 |
|
|
2020
Q4 | $540K | Buy |
14,660
+348
| +2% | +$12.8K | 0.2% | 101 |
|
|
2020
Q3 | $525K | Hold |
14,312
| – | – | 0.22% | 95 |
|
|
2020
Q2 | $468K | Sell |
14,312
-133
| -0.9% | -$4.35K | 0.23% | 95 |
|
|
2020
Q1 | $471K | Buy |
14,445
+1,729
| +14% | +$56.4K | 0.34% | 86 |
|
|
2019
Q4 | $498K | Buy |
+12,716
| New | +$498K | 0.3% | 93 |
|