MWM
Modern Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
49,115
+4,330
| +10% | +$105K | 0.03% | 334 |
|
|
2025
Q1 | $1.13M | Buy |
44,785
+13,104
| +41% | +$332K | 0.04% | 289 |
|
|
2024
Q4 | $840K | Buy |
31,681
+3,803
| +14% | +$101K | 0.03% | 281 |
|
|
2024
Q3 | $807K | Buy |
27,878
+9,074
| +48% | +$263K | 0.05% | 189 |
|
|
2024
Q2 | $526K | Buy |
18,804
+909
| +5% | +$25.4K | 0.04% | 211 |
|
|
2024
Q1 | $497K | Buy |
17,895
+10,242
| +134% | +$284K | 0.05% | 172 |
|
|
2023
Q4 | $220K | Buy |
+7,653
| New | +$220K | 0.03% | 177 |
|