MWA
MN Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
16,421
-959
| -6% | -$23.2K | 0.23% | 78 |
|
|
2025
Q1 | $440K | Sell |
17,380
-3,924
| -18% | -$99.4K | 0.26% | 71 |
|
|
2024
Q4 | $565K | Sell |
21,304
-4,908
| -19% | -$130K | 0.32% | 61 |
|
|
2024
Q3 | $759K | Sell |
26,212
-8,097
| -24% | -$234K | 0.43% | 47 |
|
|
2024
Q2 | $972K | Buy |
34,309
+8,936
| +35% | +$253K | 0.56% | 40 |
|
|
2024
Q1 | $704K | Buy |
+25,373
| New | +$704K | 0.44% | 50 |
|