Adams Chetwood Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.15M | Buy |
22,133
+122
| +0.6% | +$6.32K | 0.65% | 31 |
|
|
2021
Q4 | $1.3M | Buy |
22,011
+106
| +0.5% | +$6.26K | 0.88% | 28 |
|
|
2021
Q3 | $942K | Sell |
21,905
-180
| -0.8% | -$7.74K | 0.68% | 33 |
|
|
2021
Q2 | $865K | Buy |
22,085
+2,825
| +15% | +$111K | 0.61% | 38 |
|
|
2021
Q1 | $698K | Buy |
19,260
+550
| +3% | +$19.9K | 0.53% | 43 |
|
|
2020
Q4 | $689K | Buy |
18,710
+676
| +4% | +$24.9K | 0.57% | 37 |
|
|
2020
Q3 | $628K | Hold |
18,034
| – | – | 0.6% | 39 |
|
|
2020
Q2 | $559K | Hold |
18,034
| – | – | 0.57% | 37 |
|
|
2020
Q1 | $637K | Buy |
18,034
+12,290
| +214% | +$434K | 0.75% | 30 |
|
|
2019
Q4 | $214K | Buy |
+5,744
| New | +$214K | 0.22% | 66 |
|