Alaethes Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,685
| Closed | -$1.13M | – | 115 |
|
|
2023
Q2 | $1.13M | Buy |
30,685
+935
| +3% | +$34.3K | 0.62% | 67 |
|
|
2023
Q1 | $1.21M | Buy |
29,750
+3,001
| +11% | +$122K | 0.71% | 57 |
|
|
2022
Q4 | $1.37M | Sell |
26,749
-123
| -0.5% | -$6.3K | 0.94% | 40 |
|
|
2022
Q3 | $1.18M | Buy |
26,872
+1,121
| +4% | +$49.1K | 0.86% | 38 |
|
|
2022
Q2 | $1.35M | Buy |
25,751
+1,626
| +7% | +$85.2K | 1% | 28 |
|
|
2022
Q1 | $1.25M | Sell |
24,125
-1,673
| -6% | -$86.6K | 0.79% | 47 |
|
|
2021
Q4 | $1.52M | Buy |
25,798
+3,508
| +16% | +$207K | 0.96% | 30 |
|
|
2021
Q3 | $959K | Buy |
22,290
+377
| +2% | +$16.2K | 0.7% | 56 |
|
|
2021
Q2 | $858K | Sell |
21,913
-667
| -3% | -$26.1K | 0.66% | 64 |
|
|
2021
Q1 | $818K | Buy |
+22,580
| New | +$818K | 0.76% | 53 |
|