MWA
Monograph Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,086
| Closed | -$480K | – | 123 |
|
|
2024
Q4 | $480K | Buy |
18,086
+261
| +1% | +$6.92K | 0.06% | 73 |
|
|
2024
Q3 | $516K | Hold |
17,825
| – | – | 0.07% | 73 |
|
|
2024
Q2 | $499K | Sell |
17,825
-12,812
| -42% | -$358K | 0.07% | 67 |
|
|
2024
Q1 | $850K | Buy |
30,637
+10,702
| +54% | +$297K | 0.12% | 67 |
|
|
2023
Q4 | $574K | Buy |
19,935
+853
| +4% | +$24.6K | 0.1% | 51 |
|
|
2023
Q3 | $633K | Buy |
19,082
+1,050
| +6% | +$34.8K | 0.13% | 58 |
|
|
2023
Q2 | $661K | Sell |
18,032
-1,600
| -8% | -$58.7K | 0.14% | 40 |
|
|
2023
Q1 | $801K | Buy |
19,632
+3,967
| +25% | +$162K | 0.19% | 35 |
|
|
2022
Q4 | $803K | Buy |
15,665
+2,633
| +20% | +$135K | 0.21% | 36 |
|
|
2022
Q3 | $570K | Sell |
13,032
-5,000
| -28% | -$219K | 0.19% | 37 |
|
|
2022
Q2 | $945K | Sell |
18,032
-780
| -4% | -$40.9K | 0.27% | 30 |
|
|
2022
Q1 | $974K | Buy |
18,812
+1,195
| +7% | +$61.9K | 0.25% | 31 |
|
|
2021
Q4 | $1.04M | Buy |
+17,617
| New | +$1.04M | 0.26% | 32 |
|