MFW
Mosaic Family Wealth’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.59M | Sell |
26,895
-6,102
| -18% | -$360K | 0.41% | 36 |
|
|
2021
Q3 | $1.42M | Buy |
32,997
+5,425
| +20% | +$233K | 0.39% | 40 |
|
|
2021
Q2 | $1.08M | Sell |
27,572
-456
| -2% | -$17.9K | 0.31% | 45 |
|
|
2021
Q1 | $1.02M | Sell |
28,028
-562
| -2% | -$20.4K | 0.29% | 44 |
|
|
2020
Q4 | $1.05M | Sell |
28,590
-285
| -1% | -$10.5K | 0.35% | 41 |
|
|
2020
Q3 | $1.06M | Buy |
28,875
+1,384
| +5% | +$50.8K | 0.4% | 38 |
|
|
2020
Q2 | $899K | Sell |
27,491
-65
| -0.2% | -$2.13K | 0.37% | 38 |
|
|
2020
Q1 | $899K | Sell |
27,556
-324
| -1% | -$10.6K | 0.46% | 35 |
|
|
2019
Q4 | $1.09M | Sell |
27,880
-1,261
| -4% | -$49.4K | 0.44% | 37 |
|
|
2019
Q3 | $1.05M | Buy |
29,141
+221
| +0.8% | +$7.95K | 0.43% | 38 |
|
|
2019
Q2 | $1.25M | Sell |
28,920
-115
| -0.4% | -$4.98K | 0.52% | 28 |
|
|
2019
Q1 | $1.23M | Sell |
29,035
-96
| -0.3% | -$4.08K | 0.5% | 26 |
|
|
2018
Q4 | $1.27M | Sell |
29,131
-1,171
| -4% | -$51.1K | 0.53% | 28 |
|
|
2018
Q3 | $1.32M | Sell |
30,302
-1,596
| -5% | -$69.5K | 0.54% | 25 |
|
|
2018
Q2 | $1.16M | Buy |
31,898
+5
| +0% | +$181 | 0.44% | 34 |
|
|
2018
Q1 | $1.13M | Buy |
31,893
+2,226
| +8% | +$79K | 0.42% | 38 |
|
|
2017
Q4 | $1.08M | Sell |
29,667
-41,689
| -58% | -$1.51M | 0.39% | 40 |
|
|
2017
Q3 | $2.55M | Buy |
71,356
+19,658
| +38% | +$702K | 0.99% | 14 |
|
|
2017
Q2 | $1.74M | Buy |
51,698
+3,097
| +6% | +$104K | 0.72% | 19 |
|
|
2017
Q1 | $1.66M | Sell |
48,601
-381
| -0.8% | -$13K | 0.72% | 21 |
|
|
2016
Q4 | $1.59M | Sell |
48,982
-2,468
| -5% | -$80.2K | 0.73% | 22 |
|
|
2016
Q3 | $1.74M | Buy |
51,450
+7,963
| +18% | +$270K | 0.81% | 21 |
|
|
2016
Q2 | $1.53M | Sell |
43,487
-10,929
| -20% | -$385K | 0.74% | 23 |
|
|
2016
Q1 | $1.61M | Sell |
54,416
-1,395
| -2% | -$41.3K | 0.77% | 23 |
|
|
2015
Q4 | $1.8M | Buy |
+55,811
| New | +$1.8M | 0.8% | 21 |
|