Montz Harcus Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,317
| Closed | -$241K | – | 80 |
|
|
2024
Q3 | $241K | Buy |
8,317
+1,062
| +15% | +$30.7K | 0.14% | 59 |
|
|
2024
Q2 | $203K | Sell |
7,255
-59
| -0.8% | -$1.65K | 0.13% | 67 |
|
|
2024
Q1 | $203K | Buy |
+7,314
| New | +$203K | 0.14% | 68 |
|
|
2023
Q4 | – | Sell |
-7,875
| Closed | -$261K | – | 59 |
|
|
2023
Q3 | $261K | Sell |
7,875
-882
| -10% | -$29.3K | 0.22% | 40 |
|
|
2023
Q2 | $321K | Buy |
8,757
+474
| +6% | +$17.4K | 0.27% | 38 |
|
|
2023
Q1 | $338K | Buy |
8,283
+81
| +1% | +$3.31K | 0.31% | 37 |
|
|
2022
Q4 | $420K | Buy |
8,202
+103
| +1% | +$5.28K | 0.42% | 28 |
|
|
2022
Q3 | $354K | Buy |
8,099
+459
| +6% | +$20.1K | 0.39% | 29 |
|
|
2022
Q2 | $401K | Buy |
7,640
+59
| +0.8% | +$3.1K | 0.42% | 30 |
|
|
2022
Q1 | $392K | Buy |
7,581
+321
| +4% | +$16.6K | 0.35% | 32 |
|
|
2021
Q4 | $429K | Buy |
+7,260
| New | +$429K | 0.38% | 30 |
|