MAM
Milestone Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
53,445
+199
| +0.4% | +$4.82K | 0.27% | 67 |
|
|
2025
Q1 | $1.35M | Sell |
53,246
-2,479
| -4% | -$62.8K | 0.29% | 74 |
|
|
2024
Q4 | $1.48M | Sell |
55,725
-4,806
| -8% | -$128K | 0.33% | 78 |
|
|
2024
Q3 | $1.75M | Buy |
60,531
+6,480
| +12% | +$188K | 0.39% | 54 |
|
|
2024
Q2 | $1.51M | Buy |
54,051
+32,827
| +155% | +$919K | 0.38% | 52 |
|
|
2024
Q1 | $589K | Buy |
+21,224
| New | +$589K | 0.17% | 98 |
|