RWM
Reston Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,862
| Closed | -$82.8K | – | 323 |
|
|
2024
Q3 | $82.8K | Buy |
+2,862
| New | +$82.8K | 0.03% | 97 |
|
|
2022
Q3 | – | Sell |
-4,113
| Closed | -$216K | – | 55 |
|
|
2022
Q2 | $216K | Sell |
4,113
-243
| -6% | -$12.8K | 0.12% | 56 |
|
|
2022
Q1 | $226K | Sell |
4,356
-66
| -1% | -$3.42K | 0.12% | 55 |
|
|
2021
Q4 | $261K | Buy |
+4,422
| New | +$261K | 0.13% | 45 |
|
|
2020
Q1 | – | Sell |
-5,421
| Closed | -$212K | – | 47 |
|
|
2019
Q4 | $212K | Buy |
+5,421
| New | +$212K | 0.17% | 43 |
|
|
2019
Q3 | – | Sell |
-4,934
| Closed | -$214K | – | 49 |
|
|
2019
Q2 | $214K | Sell |
4,934
-137
| -3% | -$5.94K | 0.17% | 47 |
|
|
2019
Q1 | $207K | Sell |
5,071
-328
| -6% | -$13.4K | 0.17% | 49 |
|
|
2018
Q4 | $236K | Buy |
+5,399
| New | +$236K | 0.22% | 41 |
|