9258 Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $647K | Sell |
22,371
-3,688
| -14% | -$107K | 0.1% | 172 |
|
|
2024
Q2 | $729K | Buy |
26,059
+213
| +0.8% | +$5.96K | 0.11% | 150 |
|
|
2024
Q1 | $717K | Buy |
25,846
+209
| +0.8% | +$5.8K | 0.11% | 154 |
|
|
2023
Q4 | $738K | Sell |
25,637
-436
| -2% | -$12.6K | 0.13% | 145 |
|
|
2023
Q3 | $865K | Sell |
26,073
-1,090
| -4% | -$36.2K | 0.17% | 119 |
|
|
2023
Q2 | $996K | Sell |
27,163
-669
| -2% | -$24.5K | 0.19% | 101 |
|
|
2023
Q1 | $1.14M | Buy |
27,832
+1,609
| +6% | +$65.6K | 0.23% | 87 |
|
|
2022
Q4 | $1.34M | Buy |
26,223
+3,235
| +14% | +$166K | 0.29% | 75 |
|
|
2022
Q3 | $1.01M | Sell |
22,988
-3,032
| -12% | -$133K | 0.26% | 88 |
|
|
2022
Q2 | $1.36M | Buy |
26,020
+999
| +4% | +$52.4K | 0.35% | 70 |
|
|
2022
Q1 | $1.3M | Sell |
25,021
-1,889
| -7% | -$97.8K | 0.3% | 74 |
|
|
2021
Q4 | $1.59M | Buy |
26,910
+205
| +0.8% | +$12.1K | 0.36% | 53 |
|
|
2021
Q3 | $1.15M | Buy |
26,705
+1,696
| +7% | +$73K | 0.31% | 71 |
|
|
2021
Q2 | $979K | Sell |
25,009
-1,295
| -5% | -$50.7K | 0.26% | 90 |
|
|
2021
Q1 | $953K | Buy |
26,304
+66
| +0.3% | +$2.39K | 0.29% | 85 |
|
|
2020
Q4 | $966K | Sell |
26,238
-2,568
| -9% | -$94.5K | 0.31% | 79 |
|
|
2020
Q3 | $970K | Sell |
28,806
-2,242
| -7% | -$75.5K | 0.37% | 64 |
|
|
2020
Q2 | $963K | Sell |
31,048
-300
| -1% | -$9.31K | 0.39% | 65 |
|
|
2020
Q1 | $1.14M | Sell |
31,348
-2,093
| -6% | -$76.1K | 0.5% | 45 |
|
|
2019
Q4 | $1.24M | Buy |
33,441
+9,598
| +40% | +$357K | 0.46% | 56 |
|
|
2019
Q3 | $813K | Buy |
23,843
+2,845
| +14% | +$97K | 0.63% | 53 |
|
|
2019
Q2 | $863K | Buy |
20,998
+1,972
| +10% | +$81K | 0.7% | 46 |
|
|
2019
Q1 | $767K | Buy |
19,026
+390
| +2% | +$15.7K | 0.65% | 51 |
|
|
2018
Q4 | $772K | Buy |
+18,636
| New | +$772K | 0.75% | 42 |
|