WWM
Wagner Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,009
| Closed | -$252K | – | 259 |
|
|
2024
Q2 | $252K | Buy |
9,009
+824
| +10% | +$23.1K | 0.08% | 112 |
|
|
2024
Q1 | $227K | Buy |
+8,185
| New | +$227K | 0.07% | 120 |
|
|
2023
Q2 | – | Sell |
-5,825
| Closed | -$238K | – | 231 |
|
|
2023
Q1 | $238K | Sell |
5,825
-14,513
| -71% | -$592K | 0.11% | 104 |
|
|
2022
Q4 | $1.04M | Sell |
20,338
-4,933
| -20% | -$253K | 0.64% | 44 |
|
|
2022
Q3 | $1.11M | Buy |
25,271
+515
| +2% | +$22.5K | 0.82% | 31 |
|
|
2022
Q2 | $1.3M | Buy |
24,756
+219
| +0.9% | +$11.5K | 1.03% | 29 |
|
|
2022
Q1 | $1.27M | Sell |
24,537
-12,138
| -33% | -$628K | 0.89% | 24 |
|
|
2021
Q4 | $2.17M | Buy |
36,675
+908
| +3% | +$53.6K | 1.66% | 12 |
|
|
2021
Q3 | $1.56M | Buy |
35,767
+86
| +0.2% | +$3.76K | 1.25% | 19 |
|
|
2021
Q2 | $1.4M | Buy |
35,681
+10,701
| +43% | +$419K | 1% | 23 |
|
|
2021
Q1 | $905K | Buy |
24,980
+4,827
| +24% | +$175K | 0.71% | 38 |
|
|
2020
Q4 | $742K | Buy |
+20,153
| New | +$742K | 0.7% | 45 |
|
|
2018
Q3 | $264K | Buy |
5,991
+83
| +1% | +$3.66K | 0.18% | 108 |
|
|
2018
Q2 | $214K | Buy |
5,908
+914
| +18% | +$33.1K | 0.15% | 109 |
|
|
2018
Q1 | $177K | Sell |
4,994
-401
| -7% | -$14.2K | 0.13% | 113 |
|
|
2017
Q4 | $197K | Buy |
+5,395
| New | +$197K | 0.15% | 110 |
|