Ahrens Investment Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $198K | Sell |
4,855
-628
| -11% | -$25.6K | 0.1% | 144 |
|
|
2022
Q4 | $281K | Sell |
5,483
-970
| -15% | -$49.7K | 0.13% | 128 |
|
|
2022
Q3 | $282K | Buy |
6,453
+27
| +0.4% | +$1.18K | 0.15% | 115 |
|
|
2022
Q2 | $337K | Sell |
6,426
-474
| -7% | -$24.9K | 0.15% | 112 |
|
|
2022
Q1 | $357K | Sell |
6,900
-78
| -1% | -$4.04K | 0.11% | 131 |
|
|
2021
Q4 | $412K | Buy |
6,978
+19
| +0.3% | +$1.12K | 0.18% | 114 |
|
|
2021
Q3 | $299K | Buy |
6,959
+1,134
| +19% | +$48.7K | 0.14% | 149 |
|
|
2021
Q2 | $228K | Buy |
5,825
+16
| +0.3% | +$626 | 0.11% | 203 |
|
|
2021
Q1 | $210K | Sell |
5,809
-201
| -3% | -$7.27K | 0.11% | 186 |
|
|
2020
Q4 | $221K | Sell |
6,010
-2,073
| -26% | -$76.2K | 0.12% | 158 |
|
|
2020
Q3 | $281K | Sell |
8,083
-4,422
| -35% | -$154K | 0.19% | 118 |
|
|
2020
Q2 | $388K | Buy |
+12,505
| New | +$388K | 0.24% | 86 |
|
|
2019
Q3 | – | Sell |
-8,324
| Closed | -$342K | – | 173 |
|
|
2019
Q2 | $342K | Buy |
8,324
+10
| +0.1% | +$411 | 0.16% | 93 |
|
|
2019
Q1 | $335K | Sell |
8,314
-3,113
| -27% | -$125K | 0.15% | 97 |
|
|
2018
Q4 | $473K | Sell |
11,427
-1,048
| -8% | -$43.4K | 0.22% | 76 |
|
|
2018
Q3 | $522K | Buy |
12,475
+741
| +6% | +$31K | 0.2% | 82 |
|
|
2018
Q2 | $404K | Buy |
+11,734
| New | +$404K | 0.17% | 85 |
|
|
2017
Q4 | – | Sell |
-6,009
| Closed | -$204K | – | 168 |
|
|
2017
Q3 | $204K | Buy |
+6,009
| New | +$204K | 0.09% | 141 |
|