MAWCM
Mine & Arao Wealth Creation & Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
8,890
-71
| -0.8% | -$1.72K | 0.1% | 72 |
|
|
2025
Q1 | $227K | Buy |
8,961
+92
| +1% | +$2.33K | 0.11% | 67 |
|
|
2024
Q4 | $235K | Buy |
8,869
+1,844
| +26% | +$48.9K | 0.11% | 67 |
|
|
2024
Q3 | $203K | Buy |
+7,025
| New | +$203K | 0.09% | 75 |
|
|
2024
Q2 | – | Sell |
-8,058
| Closed | -$224K | – | 276 |
|
|
2024
Q1 | $224K | Sell |
8,058
-387
| -5% | -$10.7K | 0.11% | 69 |
|
|
2023
Q4 | $243K | Buy |
8,445
+1,507
| +22% | +$43.4K | 0.13% | 68 |
|
|
2023
Q3 | $230K | Sell |
6,938
-237
| -3% | -$7.86K | 0.14% | 62 |
|
|
2023
Q2 | $263K | Sell |
7,175
-14,403
| -67% | -$528K | 0.15% | 62 |
|
|
2023
Q1 | $880K | Buy |
21,578
+4,666
| +28% | +$190K | 0.57% | 25 |
|
|
2022
Q4 | $867K | Sell |
16,912
-6,729
| -28% | -$345K | 0.64% | 25 |
|
|
2022
Q3 | $1.04M | Buy |
23,641
+70
| +0.3% | +$3.07K | 0.76% | 19 |
|
|
2022
Q2 | $1.24M | Buy |
23,571
+36
| +0.2% | +$1.89K | 0.87% | 17 |
|
|
2022
Q1 | $1.22M | Buy |
23,535
+113
| +0.5% | +$5.85K | 0.71% | 22 |
|
|
2021
Q4 | $1.38M | Buy |
23,422
+10
| +0% | +$591 | 0.76% | 20 |
|
|
2021
Q3 | $1.01M | Sell |
23,412
-90
| -0.4% | -$3.87K | 0.6% | 24 |
|
|
2021
Q2 | $920K | Buy |
23,502
+27
| +0.1% | +$1.06K | 0.56% | 26 |
|
|
2021
Q1 | $850K | Buy |
23,475
+152
| +0.7% | +$5.5K | 0.57% | 28 |
|
|
2020
Q4 | $858K | Buy |
23,323
+10,214
| +78% | +$376K | 0.62% | 26 |
|
|
2020
Q3 | $481K | Buy |
13,109
+716
| +6% | +$26.3K | 0.4% | 36 |
|
|
2020
Q2 | $405K | Buy |
12,393
+89
| +0.7% | +$2.91K | 0.38% | 37 |
|
|
2020
Q1 | $402K | Sell |
12,304
-1,074
| -8% | -$35.1K | 0.47% | 34 |
|
|
2019
Q4 | $524K | Buy |
+13,378
| New | +$524K | 0.49% | 32 |
|