SHWM
Smith & Howard Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,980
| Closed | -$255K | – | 73 |
|
|
2022
Q4 | $255K | Buy |
4,980
+7
| +0.1% | +$359 | 0.1% | 60 |
|
|
2022
Q3 | $218K | Buy |
4,973
+560
| +13% | +$24.5K | 0.09% | 61 |
|
|
2022
Q2 | $231K | Buy |
4,413
+6
| +0.1% | +$314 | 0.1% | 62 |
|
|
2022
Q1 | $228K | Sell |
4,407
-257
| -6% | -$13.3K | 0.1% | 64 |
|
|
2021
Q4 | $275K | Buy |
+4,664
| New | +$275K | 0.12% | 63 |
|
|
2020
Q1 | – | Sell |
-6,366
| Closed | -$249K | – | 84 |
|
|
2019
Q4 | $249K | Buy |
6,366
+740
| +13% | +$28.9K | 0.08% | 73 |
|
|
2019
Q3 | $202K | Buy |
+5,626
| New | +$202K | 0.08% | 75 |
|