AIFAIM
American Institute for Advanced Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,096
| Closed | -$260K | – | 120 |
|
|
2023
Q2 | $260K | Buy |
+7,096
| New | +$260K | 0.23% | 102 |
|
|
2023
Q1 | – | Sell |
-8,011
| Closed | -$410K | – | 111 |
|
|
2022
Q4 | $410K | Buy |
8,011
+675
| +9% | +$34.6K | 0.38% | 72 |
|
|
2022
Q3 | $321K | Hold |
7,336
| – | – | 0.3% | 75 |
|
|
2022
Q2 | $385K | Hold |
7,336
| – | – | 0.34% | 74 |
|
|
2022
Q1 | $380K | Buy |
7,336
+65
| +0.9% | +$3.37K | 0.28% | 79 |
|
|
2021
Q4 | $429K | Hold |
7,271
| – | – | 0.29% | 77 |
|
|
2021
Q3 | $313K | Sell |
7,271
-85
| -1% | -$3.66K | 0.22% | 92 |
|
|
2021
Q2 | $288K | Sell |
7,356
-1,175
| -14% | -$46K | 0.2% | 95 |
|
|
2021
Q1 | $309K | Buy |
8,531
+1,010
| +13% | +$36.6K | 0.24% | 86 |
|
|
2020
Q4 | $277K | Buy |
7,521
+140
| +2% | +$5.16K | 0.22% | 86 |
|
|
2020
Q3 | $271K | Sell |
7,381
-1,400
| -16% | -$51.4K | 0.24% | 82 |
|
|
2020
Q2 | $287K | Buy |
8,781
+300
| +4% | +$9.81K | 0.27% | 74 |
|
|
2020
Q1 | $277K | Sell |
8,481
-1,214
| -13% | -$39.7K | 0.3% | 72 |
|
|
2019
Q4 | $380K | Buy |
+9,695
| New | +$380K | 0.37% | 62 |
|