MinichMacGregor 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
2023 Q4	–	Sell	-7,961	Closed	-$264K	–	109
2023 Q3	$264K	Buy	7,961 +1,815	+30%	+$64.2K	0.09%	80
2023 Q2	$225K	Sell	6,146 -543	-8%	-$21.1K	0.07%	86
2023 Q1	$273K	Buy	6,689 +4,339	+185%	+$187K	0.09%	78
2022 Q4	$120K	Buy	+2,350	New	+$113K	0.04%	103
2020 Q2	–	Sell	-34,158	Closed	-$1.17M	–	98
2020 Q1	$1.17M	Buy	+34,158	New	+$1.16M	1.05%	23
2019 Q1	–	Sell	-42,910	Closed	-$1.45M	–	104
2018 Q4	$1.45M	Buy	42,910 +41,317	+2,594%	+$1.72M	0.99%	38
2018 Q3	$66K	Buy	1,593 +297	+23%	+$11.4K	0.04%	109
2018 Q2	$44K	Sell	1,296 -370	-22%	-$12.6K	0.03%	122
2018 Q1	$56K	Buy	1,666 +71	+4%	+$2.44K	0.04%	104
2017 Q4	$54K	Buy	1,595 +10	+0.6%	+$341	0.04%	106
2017 Q3	$53K	Sell	1,585 -293	-16%	-$9.42K	0.04%	101
2017 Q2	$59K	Sell	1,878 -36	-2%	-$1.14K	0.05%	94
2017 Q1	$62K	Sell	1,914 -153	-7%	-$4.82K	0.06%	89
2016 Q4	$63K	Sell	2,067 -804	-28%	-$24.5K	0.06%	88
2016 Q3	$92K	Sell	2,871 -116	-4%	-$3.88K	0.09%	72
2016 Q2	$99K	Buy	2,987 +1	+0%	+$32	0.09%	67
2016 Q1	$83K	Buy	2,986 +422	+16%	+$12.1K	0.08%	76
2015 Q4	$84K	Buy	+2,564	New	+$80.7K	0.08%	69