MWPCG
Measured Wealth Private Client Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,281
| Closed | -$275K | – | 186 |
|
|
2023
Q3 | $275K | Sell |
8,281
-461
| -5% | -$15.3K | 0.11% | 131 |
|
|
2023
Q2 | $321K | Sell |
8,742
-1,079
| -11% | -$39.6K | 0.12% | 130 |
|
|
2023
Q1 | $401K | Sell |
9,821
-2,681
| -21% | -$109K | 0.15% | 104 |
|
|
2022
Q4 | $641K | Sell |
12,502
-5,736
| -31% | -$294K | 0.26% | 55 |
|
|
2022
Q3 | $798K | Sell |
18,238
-2,121
| -10% | -$92.8K | 0.35% | 39 |
|
|
2022
Q2 | $1.07M | Buy |
20,359
+5,696
| +39% | +$299K | 0.47% | 30 |
|
|
2022
Q1 | $759K | Buy |
14,663
+5,086
| +53% | +$263K | 0.28% | 45 |
|
|
2021
Q4 | $566K | Hold |
9,577
| – | – | 0.2% | 67 |
|
|
2021
Q3 | $412K | Sell |
9,577
-602
| -6% | -$25.9K | 0.16% | 82 |
|
|
2021
Q2 | $399K | Hold |
10,179
| – | – | 0.13% | 104 |
|
|
2021
Q1 | $369K | Sell |
10,179
-250
| -2% | -$9.06K | 0.13% | 94 |
|
|
2020
Q4 | $384K | Sell |
10,429
-2,835
| -21% | -$104K | 0.16% | 74 |
|
|
2020
Q3 | $487K | Buy |
13,264
+305
| +2% | +$11.2K | 0.24% | 63 |
|
|
2020
Q2 | $424K | Buy |
12,959
+1,377
| +12% | +$45.1K | 0.25% | 54 |
|
|
2020
Q1 | $378K | Sell |
11,582
-1,970
| -15% | -$64.3K | 0.29% | 52 |
|
|
2019
Q4 | $531K | Sell |
13,552
-3,297
| -20% | -$129K | 0.35% | 40 |
|
|
2019
Q3 | $605K | Sell |
16,849
-14,229
| -46% | -$511K | 0.39% | 44 |
|
|
2019
Q2 | $1.35M | Sell |
31,078
-6,243
| -17% | -$270K | 0.78% | 22 |
|
|
2019
Q1 | $1.59M | Buy |
37,321
+4,881
| +15% | +$207K | 0.98% | 17 |
|
|
2018
Q4 | $1.42M | Sell |
32,440
-5,296
| -14% | -$231K | 1.28% | 15 |
|
|
2018
Q3 | $1.66M | Buy |
37,736
+387
| +1% | +$17.1K | 1% | 13 |
|
|
2018
Q2 | $1.35M | Buy |
+37,349
| New | +$1.35M | 1.1% | 15 |
|
|
2017
Q3 | $824K | Buy |
+23,094
| New | +$824K | 1.13% | 23 |
|