Adamsbrown Wealth Consultants’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,313
| Closed | -$243K | – | 85 |
|
|
2023
Q3 | $243K | Sell |
7,313
-54
| -0.7% | -$1.79K | 0.12% | 67 |
|
|
2023
Q2 | $270K | Buy |
7,367
+77
| +1% | +$2.82K | 0.14% | 62 |
|
|
2023
Q1 | $297K | Buy |
7,290
+291
| +4% | +$11.9K | 0.17% | 54 |
|
|
2022
Q4 | $359K | Sell |
6,999
-1,204
| -15% | -$61.7K | 0.22% | 51 |
|
|
2022
Q3 | $359K | Buy |
8,203
+750
| +10% | +$32.8K | 0.27% | 49 |
|
|
2022
Q2 | $391K | Buy |
7,453
+40
| +0.5% | +$2.1K | 0.31% | 48 |
|
|
2022
Q1 | $384K | Buy |
7,413
+639
| +9% | +$33.1K | 0.3% | 59 |
|
|
2021
Q4 | $400K | Buy |
+6,774
| New | +$400K | 0.36% | 46 |
|