SHWM
Silicon Hills Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $217K | Sell |
5,903
-1,084
| -16% | -$39.8K | 0.12% | 82 |
|
|
2023
Q1 | $285K | Buy |
6,987
+315
| +5% | +$12.9K | 0.17% | 66 |
|
|
2022
Q4 | $342K | Hold |
6,672
| – | – | 0.25% | 69 |
|
|
2022
Q3 | $292K | Buy |
6,672
+50
| +0.8% | +$2.19K | 0.23% | 76 |
|
|
2022
Q2 | $347K | Sell |
6,622
-1,544
| -19% | -$80.9K | 0.25% | 74 |
|
|
2022
Q1 | $423K | Sell |
8,166
-2,394
| -23% | -$124K | 0.27% | 76 |
|
|
2021
Q4 | $624K | Hold |
10,560
| – | – | 0.39% | 63 |
|
|
2021
Q3 | $454K | Buy |
+10,560
| New | +$454K | 0.31% | 69 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | -$178 | – | 227 |
|
|
2019
Q4 | $178 | Buy |
+7
| New | +$178 | 0.14% | 79 |
|