PWMG
Pinnacle Wealth Management Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,242
| Closed | -$208K | – | 112 |
|
|
2023
Q4 | $208K | Hold |
7,242
| – | – | 0.17% | 92 |
|
|
2023
Q3 | $240K | Hold |
7,242
| – | – | 0.22% | 82 |
|
|
2023
Q2 | $266K | Sell |
7,242
-2,166
| -23% | -$79.4K | 0.23% | 81 |
|
|
2023
Q1 | $384K | Sell |
9,408
-350
| -4% | -$14.3K | 0.33% | 61 |
|
|
2022
Q4 | $500K | Sell |
9,758
-2,375
| -20% | -$122K | 0.44% | 52 |
|
|
2022
Q3 | $531K | Hold |
12,133
| – | – | 0.47% | 46 |
|
|
2022
Q2 | $636K | Sell |
12,133
-800
| -6% | -$41.9K | 0.53% | 44 |
|
|
2022
Q1 | $670K | Sell |
12,933
-550
| -4% | -$28.5K | 0.5% | 45 |
|
|
2021
Q4 | $796K | Hold |
13,483
| – | – | 0.59% | 45 |
|
|
2021
Q3 | $580K | Buy |
13,483
+500
| +4% | +$21.5K | 0.44% | 56 |
|
|
2021
Q2 | $508K | Buy |
+12,983
| New | +$508K | 0.37% | 68 |
|