American Trust’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,788
| Closed | -$603K | – | 462 |
|
|
2023
Q1 | $603K | Buy |
14,788
+548
| +4% | +$22.4K | 0.04% | 187 |
|
|
2022
Q4 | $730K | Buy |
14,240
+2,036
| +17% | +$104K | 0.07% | 159 |
|
|
2022
Q3 | $534K | Sell |
12,204
-429
| -3% | -$18.8K | 0.05% | 184 |
|
|
2022
Q2 | $663K | Buy |
+12,633
| New | +$663K | 0.05% | 171 |
|