MSWM
McGlone Suttner Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
21,301
+1,278
| +6% | +$31K | 0.08% | 113 |
|
|
2025
Q1 | $507K | Buy |
20,023
+7,784
| +64% | +$197K | 0.08% | 113 |
|
|
2024
Q4 | $325K | Sell |
12,239
-3,139
| -20% | -$83.3K | 0.05% | 133 |
|
|
2024
Q3 | $445K | Buy |
15,378
+2,311
| +18% | +$66.9K | 0.09% | 108 |
|
|
2024
Q2 | $376K | Sell |
13,067
-1,234
| -9% | -$35.5K | 0.08% | 106 |
|
|
2024
Q1 | $397K | Buy |
14,301
+1,234
| +9% | +$34.2K | 0.07% | 111 |
|
|
2023
Q4 | $376K | Sell |
13,067
-321
| -2% | -$9.24K | 0.07% | 106 |
|
|
2023
Q3 | $444K | Buy |
13,388
+596
| +5% | +$19.8K | 0.1% | 80 |
|
|
2023
Q2 | $469K | Buy |
12,792
+591
| +5% | +$21.7K | 0.11% | 79 |
|
|
2023
Q1 | $498K | Buy |
12,201
+50
| +0.4% | +$2.04K | 0.13% | 72 |
|
|
2022
Q4 | $623K | Buy |
+12,151
| New | +$623K | 0.2% | 59 |
|