MWM
MinichMacGregor Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,961
| Closed | -$264K | – | 109 |
|
|
2023
Q3 | $264K | Buy |
7,961
+1,815
| +30% | +$60.2K | 0.09% | 80 |
|
|
2023
Q2 | $225K | Sell |
6,146
-543
| -8% | -$19.9K | 0.07% | 86 |
|
|
2023
Q1 | $273K | Buy |
6,689
+4,339
| +185% | +$177K | 0.09% | 78 |
|
|
2022
Q4 | $120K | Buy |
+2,350
| New | +$120K | 0.04% | 103 |
|
|
2020
Q2 | – | Sell |
-34,158
| Closed | -$1.17M | – | 98 |
|
|
2020
Q1 | $1.17M | Buy |
+34,158
| New | +$1.17M | 1.05% | 23 |
|
|
2019
Q1 | – | Sell |
-42,910
| Closed | -$1.45M | – | 104 |
|
|
2018
Q4 | $1.45M | Buy |
42,910
+41,317
| +2,594% | +$1.4M | 0.99% | 38 |
|
|
2018
Q3 | $66K | Buy |
1,593
+297
| +23% | +$12.3K | 0.04% | 109 |
|
|
2018
Q2 | $44K | Sell |
1,296
-370
| -22% | -$12.6K | 0.03% | 122 |
|
|
2018
Q1 | $56K | Buy |
1,666
+71
| +4% | +$2.39K | 0.04% | 104 |
|
|
2017
Q4 | $54K | Buy |
1,595
+10
| +0.6% | +$339 | 0.04% | 106 |
|
|
2017
Q3 | $53K | Sell |
1,585
-293
| -16% | -$9.8K | 0.04% | 101 |
|
|
2017
Q2 | $59K | Sell |
1,878
-36
| -2% | -$1.13K | 0.05% | 94 |
|
|
2017
Q1 | $62K | Sell |
1,914
-153
| -7% | -$4.96K | 0.06% | 89 |
|
|
2016
Q4 | $63K | Sell |
2,067
-804
| -28% | -$24.5K | 0.06% | 88 |
|
|
2016
Q3 | $92K | Sell |
2,871
-116
| -4% | -$3.72K | 0.09% | 72 |
|
|
2016
Q2 | $99K | Buy |
2,987
+1
| +0% | +$33 | 0.09% | 67 |
|
|
2016
Q1 | $83K | Buy |
2,986
+422
| +16% | +$11.7K | 0.08% | 76 |
|
|
2015
Q4 | $84K | Buy |
+2,564
| New | +$84K | 0.08% | 69 |
|