Altium Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.27M | Buy |
100,523
+5,492
| +6% | +$288K | 0.38% | 38 |
|
|
2022
Q1 | $4.92M | Buy |
95,031
+11,843
| +14% | +$613K | 0.32% | 41 |
|
|
2021
Q4 | $4.91M | Buy |
83,188
+1,903
| +2% | +$112K | 0.32% | 38 |
|
|
2021
Q3 | $3.5M | Buy |
81,285
+190
| +0.2% | +$8.17K | 0.25% | 45 |
|
|
2021
Q2 | $3.18M | Sell |
81,095
-5,031
| -6% | -$197K | 0.23% | 48 |
|
|
2021
Q1 | $3.12M | Buy |
86,126
+8,344
| +11% | +$302K | 0.25% | 47 |
|
|
2020
Q4 | $2.86M | Buy |
77,782
+703
| +0.9% | +$25.9K | 0.25% | 44 |
|
|
2020
Q3 | $2.68M | Buy |
77,079
+1,853
| +2% | +$64.5K | 0.28% | 41 |
|
|
2020
Q2 | $2.33M | Sell |
75,226
-1,506
| -2% | -$46.7K | 0.26% | 44 |
|
|
2020
Q1 | $2.38M | Buy |
76,732
+9,836
| +15% | +$305K | 0.33% | 42 |
|
|
2019
Q4 | $2.49M | Buy |
66,896
+432
| +0.6% | +$16.1K | 0.3% | 47 |
|
|
2019
Q3 | $2.27M | Buy |
66,464
+1,704
| +3% | +$58.1K | 0.31% | 45 |
|
|
2019
Q2 | $2.66M | Sell |
64,760
-8,615
| -12% | -$354K | 0.39% | 34 |
|
|
2019
Q1 | $2.96M | Sell |
73,375
-651
| -0.9% | -$26.2K | 0.47% | 26 |
|
|
2018
Q4 | $3.07M | Buy |
74,026
+6,945
| +10% | +$288K | 0.59% | 25 |
|
|
2018
Q3 | $2.81M | Buy |
67,081
+8,012
| +14% | +$335K | 0.54% | 31 |
|
|
2018
Q2 | $2.03M | Buy |
59,069
+16,720
| +39% | +$575K | 0.54% | 34 |
|
|
2018
Q1 | $1.43M | Buy |
42,349
+4,587
| +12% | +$154K | 0.56% | 34 |
|
|
2017
Q4 | $1.3M | Buy |
+37,762
| New | +$1.3M | 0.59% | 34 |
|