Aldebaran Financial’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 |
-7,109
| Closed | -$236K | – | 64 |
|
|
2023
Q3 | $236K | Buy |
7,109
+450
| +7% | +$14.9K | 0.37% | 56 |
|
|
2023
Q2 | $244K | Sell |
6,659
-210
| -3% | -$7.7K | 0.33% | 57 |
|
|
2023
Q1 | $280K | Sell |
6,869
-721
| -9% | -$29.4K | 0.36% | 56 |
|
|
2022
Q4 | $389K | Buy |
7,590
+404
| +6% | +$20.7K | 0.42% | 57 |
|
|
2022
Q3 | $314K | Buy |
7,186
+498
| +7% | +$21.8K | 0.34% | 62 |
|
|
2022
Q2 | $344K | Buy |
6,688
+179
| +3% | +$9.21K | 0.36% | 60 |
|
|
2022
Q1 | $337K | Sell |
6,509
-97
| -1% | -$5.02K | 0.26% | 68 |
|
|
2021
Q4 | $390K | Buy |
6,606
+4
| +0.1% | +$236 | 0.29% | 62 |
|
|
2021
Q3 | $284K | Buy |
6,602
+904
| +16% | +$38.9K | 0.23% | 70 |
|
|
2021
Q2 | $225K | Buy |
+5,698
| New | +$225K | 0.18% | 83 |
|
|
2014
Q3 | – | Sell |
-7,617
| Closed | -$214K | – | 123 |
|
|
2014
Q2 | $214K | Sell |
7,617
-277
| -4% | -$7.78K | 0.17% | 110 |
|
|
2014
Q1 | $241K | Buy |
7,894
+2
| +0% | +$61 | 0.21% | 103 |
|
|
2013
Q4 | $229K | Buy |
+7,892
| New | +$229K | 0.22% | 104 |
|