VBWMG
Von Berge Wealth Management Group’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,872
| Closed | -$289K | – | 60 |
|
|
2023
Q2 | $289K | Sell |
7,872
-52
| -0.7% | -$1.91K | 0.24% | 46 |
|
|
2023
Q1 | $328K | Buy |
7,924
+16
| +0.2% | +$662 | 0.29% | 40 |
|
|
2022
Q4 | $346K | Buy |
7,908
+13
| +0.2% | +$569 | 0.31% | 39 |
|
|
2022
Q3 | $330K | Sell |
7,895
-87
| -1% | -$3.64K | 0.35% | 37 |
|
|
2022
Q2 | $413K | Buy |
7,982
+13
| +0.2% | +$673 | 0.43% | 36 |
|
|
2022
Q1 | $423K | Buy |
7,969
+31
| +0.4% | +$1.65K | 0.39% | 36 |
|
|
2021
Q4 | $418K | Buy |
+7,938
| New | +$418K | 0.39% | 35 |
|