Merriman Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $419K | Sell |
15,779
-171
| -1% | -$4.64K | 0.02% | 146 |
|
|
2024
Q3 | $462K | Buy |
15,950
+94
| +0.6% | +$2.74K | 0.02% | 149 |
|
|
2024
Q2 | $444K | Sell |
15,856
-233
| -1% | -$6.42K | 0.02% | 144 |
|
|
2024
Q1 | $446K | Buy |
16,089
+1,506
| +10% | +$41.8K | 0.02% | 140 |
|
|
2023
Q4 | $420K | Buy |
14,583
+137
| +0.9% | +$4.14K | 0.02% | 139 |
|
|
2023
Q3 | $479K | Sell |
14,446
-220
| -2% | -$7.78K | 0.02% | 120 |
|
|
2023
Q2 | $538K | Buy |
14,666
+71
| +0.5% | +$2.76K | 0.03% | 132 |
|
|
2023
Q1 | $595K | Buy |
14,595
+185
| +1% | +$7.99K | 0.03% | 120 |
|
|
2022
Q4 | $738K | Sell |
14,410
-874
| -6% | -$41.9K | 0.04% | 122 |
|
|
2022
Q3 | $669K | Sell |
15,284
-715
| -4% | -$34.7K | 0.04% | 85 |
|
|
2022
Q2 | $839K | Buy |
15,999
+571
| +4% | +$29.1K | 0.06% | 73 |
|
|
2022
Q1 | $799K | Sell |
15,428
-2,555
| -14% | -$133K | 0.07% | 94 |
|
|
2021
Q4 | $1.06M | Buy |
17,983
+4,154
| +30% | +$206K | 0.08% | 100 |
|
|
2021
Q3 | $595K | Buy |
13,829
+393
| +3% | +$17.4K | 0.05% | 126 |
|
|
2021
Q2 | $526K | Buy |
13,436
+314
| +2% | +$12.2K | 0.05% | 159 |
|
|
2021
Q1 | $475K | Sell |
13,122
-2,245
| -15% | -$79.7K | 0.05% | 135 |
|
|
2020
Q4 | $566K | Buy |
15,367
+967
| +7% | +$35.5K | 0.06% | 138 |
|
|
2020
Q3 | $501K | Sell |
14,400
-952
| -6% | -$33.4K | 0.07% | 106 |
|
|
2020
Q2 | $476K | Sell |
15,352
-1,626
| -10% | -$55.2K | 0.08% | 108 |
|
|
2020
Q1 | $526K | Sell |
16,978
-710
| -4% | -$24.2K | 0.11% | 83 |
|
|
2019
Q4 | $658K | Buy |
17,688
+2,330
| +15% | +$83K | 0.13% | 115 |
|
|
2019
Q3 | $524K | Buy |
15,358
+7,891
| +106% | +$287K | 0.11% | 114 |
|
|
2019
Q2 | $3.1K | Buy |
7,467
+186
| +3% | +$7.39K | 0.06% | 148 |
|
|
2019
Q1 | $293K | Sell |
7,281
-417
| -5% | -$16.7K | 0.06% | 167 |
|
|
2018
Q4 | $314K | Sell |
7,698
-2,018
| -21% | -$83.8K | 0.07% | 117 |
|
|
2018
Q3 | $406K | Sell |
9,716
-3,877
| -29% | -$149K | 0.09% | 123 |
|
|
2018
Q2 | $468K | Buy |
13,593
+487
| +4% | +$16.6K | 0.11% | 114 |
|
|
2018
Q1 | $441K | Buy |
13,106
+1,375
| +12% | +$47.3K | 0.12% | 129 |
|
|
2017
Q4 | $403K | Buy |
11,731
+2,327
| +25% | +$79.3K | 0.1% | 127 |
|
|
2017
Q3 | $319K | Buy |
+9,404
| New | +$302K | 0.08% | 125 |
|
Other funds holding PFE
