AFS Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-21,320
| Closed | -$614K | – | 43 |
|
2023
Q4 | $614K | Sell |
21,320
-19,588
| -48% | -$564K | 0.58% | 28 |
|
2023
Q3 | $1.36M | Sell |
40,908
-1,873
| -4% | -$62.1K | 0.93% | 31 |
|
2023
Q2 | $1.57M | Buy |
42,781
+2,759
| +7% | +$101K | 1.02% | 25 |
|
2023
Q1 | $1.63M | Buy |
40,022
+694
| +2% | +$28.3K | 1.09% | 18 |
|
2022
Q4 | $2.02M | Buy |
+39,328
| New | +$2.02M | 1.43% | 12 |
|