MWA
Moser Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.6K | Buy |
4,109
+702
| +21% | +$17K | 0.05% | 91 |
|
|
2025
Q1 | $86.3K | Hold |
3,407
| – | – | 0.05% | 94 |
|
|
2024
Q4 | $90.4K | Hold |
3,407
| – | – | 0.05% | 84 |
|
|
2024
Q3 | $98.6K | Sell |
3,407
-165
| -5% | -$4.78K | 0.05% | 84 |
|
|
2024
Q2 | $99.9K | Hold |
3,572
| – | – | 0.05% | 84 |
|
|
2024
Q1 | $99.1K | Hold |
3,572
| – | – | 0.06% | 86 |
|
|
2023
Q4 | $103K | Hold |
3,572
| – | – | 0.07% | 80 |
|
|
2023
Q3 | $118K | Hold |
3,572
| – | – | 0.08% | 73 |
|
|
2023
Q2 | $131K | Buy |
+3,572
| New | +$131K | 0.09% | 72 |
|
|
2022
Q4 | $188K | Hold |
3,672
| – | – | 0.14% | 66 |
|
|
2022
Q3 | $161K | Sell |
3,672
-200
| -5% | -$8.77K | 0.13% | 68 |
|
|
2022
Q2 | $203K | Hold |
3,872
| – | – | 0.15% | 66 |
|
|
2022
Q1 | $200K | Hold |
3,872
| – | – | 0.13% | 71 |
|
|
2021
Q4 | $229K | Hold |
3,872
| – | – | 0.14% | 71 |
|
|
2021
Q3 | $167K | Hold |
3,872
| – | – | 0.11% | 72 |
|
|
2021
Q2 | $152K | Buy |
3,872
+400
| +12% | +$15.7K | 0.1% | 73 |
|
|
2021
Q1 | $126K | Buy |
3,472
+800
| +30% | +$29K | 0.09% | 76 |
|
|
2020
Q4 | $98K | Hold |
2,672
| – | – | 0.07% | 74 |
|
|
2020
Q3 | $98K | Hold |
2,672
| – | – | 0.08% | 70 |
|
|
2020
Q2 | $87K | Hold |
2,672
| – | – | 0.08% | 65 |
|
|
2020
Q1 | $87K | Hold |
2,672
| – | – | 0.1% | 62 |
|
|
2019
Q4 | $105K | Buy |
+2,672
| New | +$105K | 0.1% | 68 |
|