Montz Harcus Wealth Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$241K Buy
2024
Q2
$203K Sell
2024
Q1
$203K Buy
2023
Q4
Sell
2023
Q3
$261K Sell
2023
Q2
$321K Buy
2023
Q1
$338K Buy
2022
Q4
$420K Buy
2022
Q3
$354K Buy
2022
Q2
$401K Buy
2022
Q1
$392K Buy
2021
Q4
$429K Buy