MWC
MBM Wealth Consultants’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
13,269
+1,746
| +15% | +$42.3K | 0.09% | 95 |
|
|
2025
Q1 | $292K | Buy |
11,523
+2,176
| +23% | +$55.1K | 0.09% | 98 |
|
|
2024
Q4 | $249K | Buy |
9,347
+729
| +8% | +$19.4K | 0.07% | 98 |
|
|
2024
Q3 | $249K | Buy |
8,618
+246
| +3% | +$7.12K | 0.08% | 97 |
|
|
2024
Q2 | $232K | Buy |
8,372
+67
| +0.8% | +$1.86K | 0.08% | 94 |
|
|
2024
Q1 | $230K | Sell |
8,305
-309
| -4% | -$8.57K | 0.08% | 99 |
|
|
2023
Q4 | $237K | Sell |
8,614
-151
| -2% | -$4.15K | 0.09% | 95 |
|
|
2023
Q3 | $281K | Sell |
8,765
-444
| -5% | -$14.3K | 0.12% | 81 |
|
|
2023
Q2 | $331K | Sell |
9,209
-1,270
| -12% | -$45.7K | 0.14% | 69 |
|
|
2023
Q1 | $421K | Hold |
10,479
| – | – | 0.17% | 57 |
|
|
2022
Q4 | $537K | Buy |
10,479
+950
| +10% | +$48.7K | 0.25% | 50 |
|
|
2022
Q3 | $421K | Sell |
9,529
-404
| -4% | -$17.8K | 0.2% | 55 |
|
|
2022
Q2 | $521K | Sell |
9,933
-2,033
| -17% | -$107K | 0.25% | 45 |
|
|
2022
Q1 | $620K | Sell |
11,966
-4,154
| -26% | -$215K | 0.26% | 54 |
|
|
2021
Q4 | $952K | Sell |
16,120
-5,235
| -25% | -$309K | 0.4% | 33 |
|
|
2021
Q3 | $918K | Sell |
21,355
-25,528
| -54% | -$1.1M | 0.42% | 38 |
|
|
2021
Q2 | $1.84M | Sell |
46,883
-315
| -0.7% | -$12.3K | 0.86% | 25 |
|
|
2021
Q1 | $1.71M | Buy |
47,198
+18,212
| +63% | +$660K | 0.87% | 24 |
|
|
2020
Q4 | $1.07M | Sell |
28,986
-258
| -0.9% | -$9.5K | 0.58% | 32 |
|
|
2020
Q3 | $1.07M | Sell |
29,244
-378
| -1% | -$13.9K | 0.69% | 25 |
|
|
2020
Q2 | $969K | Sell |
29,622
-12,955
| -30% | -$424K | 0.68% | 27 |
|
|
2020
Q1 | $1.39M | Buy |
42,577
+1,612
| +4% | +$52.6K | 1.15% | 22 |
|
|
2019
Q4 | $1.61M | Buy |
40,965
+247
| +0.6% | +$9.68K | 1.19% | 25 |
|
|
2019
Q3 | $1.46M | Buy |
40,718
+154
| +0.4% | +$5.53K | 1.15% | 25 |
|
|
2019
Q2 | $1.77M | Buy |
40,564
+393
| +1% | +$17.1K | 1.47% | 21 |
|
|
2019
Q1 | $1.71M | Buy |
40,171
+132
| +0.3% | +$5.61K | 1.5% | 18 |
|
|
2018
Q4 | $1.75M | Buy |
+40,039
| New | +$1.75M | 1.7% | 17 |
|