MCWA
Meadow Creek Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
13,598
+34
| +0.3% | +$824 | 0.22% | 99 |
|
|
2025
Q1 | $344K | Sell |
13,564
-520
| -4% | -$13.2K | 0.26% | 87 |
|
|
2024
Q4 | $374K | Sell |
14,084
-845
| -6% | -$22.4K | 0.27% | 78 |
|
|
2024
Q3 | $432K | Buy |
14,929
+100
| +0.7% | +$2.89K | 0.34% | 71 |
|
|
2024
Q2 | $415K | Hold |
14,829
| – | – | 0.39% | 64 |
|
|
2024
Q1 | $412K | Buy |
14,829
+135
| +0.9% | +$3.75K | 0.29% | 78 |
|
|
2023
Q4 | $423K | Buy |
+14,694
| New | +$423K | 0.41% | 54 |
|
|
2022
Q3 | $645K | Hold |
14,741
| – | – | 0.85% | 25 |
|
|
2022
Q2 | $773K | Sell |
14,741
-2,354
| -14% | -$123K | 0.95% | 18 |
|
|
2022
Q1 | $885K | Sell |
17,095
-7,581
| -31% | -$392K | 0.96% | 20 |
|
|
2021
Q4 | $1.46M | Buy |
+24,676
| New | +$1.46M | 1.37% | 8 |
|
|
2019
Q4 | $834K | Buy |
+21,279
| New | +$834K | 1.16% | 15 |
|