MWM
Minot Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.91M | Sell |
55,554
-699
| -1% | -$36.7K | 0.75% | 41 |
|
|
2022
Q1 | $2.91M | Sell |
56,253
-800
| -1% | -$41.4K | 0.63% | 45 |
|
|
2021
Q4 | $3.37M | Sell |
57,053
-115
| -0.2% | -$6.79K | 0.65% | 48 |
|
|
2021
Q3 | $2.46M | Buy |
57,168
+5,510
| +11% | +$237K | 0.53% | 53 |
|
|
2021
Q2 | $2.05M | Buy |
51,658
+6,116
| +13% | +$242K | 0.45% | 60 |
|
|
2021
Q1 | $1.65M | Sell |
45,542
-25,937
| -36% | -$940K | 0.42% | 65 |
|
|
2020
Q4 | $2.63M | Buy |
71,479
+7,553
| +12% | +$278K | 0.79% | 47 |
|
|
2020
Q3 | $2.35M | Buy |
63,926
+43,701
| +216% | +$1.6M | 0.88% | 48 |
|
|
2020
Q2 | $661K | Buy |
20,225
+3,250
| +19% | +$106K | 0.33% | 74 |
|
|
2020
Q1 | $554K | Buy |
16,975
+1,412
| +9% | +$46.1K | 0.4% | 67 |
|
|
2019
Q4 | $625K | Buy |
+15,563
| New | +$625K | 0.28% | 80 |
|