Alera Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $217K | Buy |
+7,497
| New | +$217K | 0.03% | 259 |
|
|
2024
Q1 | – | Sell |
-16,212
| Closed | -$467K | – | 176 |
|
|
2023
Q4 | $467K | Sell |
16,212
-165
| -1% | -$4.75K | 0.06% | 121 |
|
|
2023
Q3 | $543K | Sell |
16,377
-1,408
| -8% | -$46.7K | 0.09% | 104 |
|
|
2023
Q2 | $652K | Buy |
17,785
+2,754
| +18% | +$101K | 0.14% | 90 |
|
|
2023
Q1 | $613K | Sell |
15,031
-306
| -2% | -$12.5K | 0.14% | 90 |
|
|
2022
Q4 | $786K | Buy |
15,337
+569
| +4% | +$29.2K | 0.19% | 61 |
|
|
2022
Q3 | $645K | Sell |
14,768
-4,636
| -24% | -$202K | 0.18% | 77 |
|
|
2022
Q2 | $1.02M | Sell |
19,404
-1,814
| -9% | -$95.2K | 0.28% | 44 |
|
|
2022
Q1 | $1.1M | Buy |
21,218
+13,793
| +186% | +$714K | 0.25% | 47 |
|
|
2021
Q4 | $438K | Buy |
7,425
+24
| +0.3% | +$1.42K | 0.12% | 58 |
|
|
2021
Q3 | $318K | Buy |
7,401
+393
| +6% | +$16.9K | 0.09% | 74 |
|
|
2021
Q2 | $274K | Buy |
7,008
+326
| +5% | +$12.7K | 0.08% | 81 |
|
|
2021
Q1 | $242K | Sell |
6,682
-59
| -0.9% | -$2.14K | 0.08% | 81 |
|
|
2020
Q4 | $248K | Sell |
6,741
-599
| -8% | -$22K | 0.09% | 76 |
|
|
2020
Q3 | $256K | Sell |
7,340
-496
| -6% | -$17.3K | 0.1% | 67 |
|
|
2020
Q2 | $243K | Buy |
7,836
+812
| +12% | +$25.2K | 0.13% | 66 |
|
|
2020
Q1 | $218K | Buy |
7,024
+217
| +3% | +$6.74K | 0.13% | 59 |
|
|
2019
Q4 | $253K | Sell |
6,807
-1,179
| -15% | -$43.8K | 0.12% | 51 |
|
|
2019
Q3 | $272K | Sell |
7,986
-1,043
| -12% | -$35.5K | 0.13% | 59 |
|
|
2019
Q2 | $371K | Buy |
9,029
+293
| +3% | +$12K | 0.19% | 45 |
|
|
2019
Q1 | $352K | Sell |
8,736
-1,777
| -17% | -$71.6K | 0.17% | 48 |
|
|
2018
Q4 | $435K | Buy |
+10,513
| New | +$435K | 0.27% | 46 |
|