WWM
Windsor Wealth Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $217K | Buy |
6,542
+410
| +7% | +$13.6K | 0.04% | 148 |
|
|
2023
Q2 | $225K | Buy |
6,132
+364
| +6% | +$13.4K | 0.04% | 152 |
|
|
2023
Q1 | $241K | Buy |
5,768
+6
| +0.1% | +$251 | 0.05% | 142 |
|
|
2022
Q4 | $293K | Buy |
5,762
+51
| +0.9% | +$2.59K | 0.06% | 125 |
|
|
2022
Q3 | $242K | Buy |
5,711
+2
| +0% | +$85 | 0.06% | 130 |
|
|
2022
Q2 | $301K | Sell |
5,709
-21,148
| -79% | -$1.12M | 0.08% | 121 |
|
|
2022
Q1 | $1.48M | Sell |
26,857
-1,410
| -5% | -$77.8K | 0.27% | 68 |
|
|
2021
Q4 | $1.54M | Sell |
28,267
-3,658
| -11% | -$199K | 0.28% | 71 |
|
|
2021
Q3 | $1.37M | Buy |
31,925
+10,966
| +52% | +$471K | 0.29% | 71 |
|
|
2021
Q2 | $821K | Sell |
20,959
-5,487
| -21% | -$215K | 0.18% | 111 |
|
|
2021
Q1 | $958K | Buy |
26,446
+3,549
| +15% | +$129K | 0.23% | 91 |
|
|
2020
Q4 | $843K | Buy |
22,897
+1,709
| +8% | +$20.8K | 0.21% | 95 |
|
|
2020
Q3 | $803K | Buy |
21,188
+2,912
| +16% | +$110K | 0.23% | 92 |
|
|
2020
Q2 | $598K | Buy |
18,276
+152
| +0.8% | +$4.97K | 0.19% | 108 |
|
|
2020
Q1 | $592K | Sell |
18,124
-11,357
| -39% | -$371K | 0.24% | 94 |
|
|
2019
Q4 | $1.16M | Buy |
29,481
+6,420
| +28% | +$252K | 0.43% | 58 |
|
|
2019
Q3 | $800K | Sell |
23,061
-3,977
| -15% | -$138K | 0.35% | 77 |
|
|
2019
Q2 | $1.18M | Buy |
27,038
+9,059
| +50% | +$396K | 0.52% | 51 |
|
|
2019
Q1 | $764K | Buy |
17,979
+642
| +4% | +$27.3K | 0.43% | 70 |
|
|
2018
Q4 | $757K | Sell |
17,337
-8,042
| -32% | -$351K | 0.52% | 54 |
|
|
2018
Q3 | $1.12M | Buy |
25,379
+8,014
| +46% | +$353K | 0.73% | 33 |
|
|
2018
Q2 | $630K | Buy |
17,365
+419
| +2% | +$15.2K | 0.49% | 55 |
|
|
2018
Q1 | $601K | Sell |
16,946
-138
| -0.8% | -$4.91K | 0.51% | 51 |
|
|
2017
Q4 | $619K | Buy |
+17,084
| New | +$619K | 0.53% | 46 |
|