Andesa Financial Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $218K | Buy |
11,613
+4,887
| +73% | +$91.8K | 0.11% | 118 |
|
|
2022
Q4 | $345K | Sell |
6,726
-4,984
| -43% | -$255K | 0.19% | 103 |
|
|
2022
Q3 | $516K | Buy |
11,710
+5,606
| +92% | +$247K | 0.18% | 86 |
|
|
2022
Q2 | $320K | Buy |
6,104
+83
| +1% | +$4.35K | 0.2% | 96 |
|
|
2022
Q1 | $312K | Buy |
6,021
+1,705
| +40% | +$88.4K | 0.17% | 111 |
|
|
2021
Q4 | $255K | Buy |
+4,316
| New | +$255K | 0.13% | 135 |
|
|
2021
Q1 | – | Sell |
-6,633
| Closed | -$243K | – | 147 |
|
|
2020
Q4 | $243K | Sell |
6,633
-7,561
| -53% | -$277K | 0.16% | 102 |
|
|
2020
Q3 | $494K | Sell |
14,194
-1,360
| -9% | -$47.3K | 0.2% | 87 |
|
|
2020
Q2 | $481K | Sell |
15,554
-43,225
| -74% | -$1.34M | 0.43% | 62 |
|
|
2020
Q1 | $1.82M | Sell |
58,779
-8,979
| -13% | -$278K | 2.04% | 16 |
|
|
2019
Q4 | $2.51M | Buy |
67,758
+951
| +1% | +$35.3K | 2.19% | 17 |
|
|
2019
Q3 | $2.28M | Buy |
66,807
+2,844
| +4% | +$96.9K | 2.2% | 17 |
|
|
2019
Q2 | $2.62M | Sell |
63,963
-57,673
| -47% | -$2.37M | 2.49% | 14 |
|
|
2019
Q1 | $4.9M | Buy |
121,636
+63,680
| +110% | +$2.57M | 2.42% | 13 |
|
|
2018
Q4 | $2.4M | Buy |
57,956
+34,125
| +143% | +$1.41M | 2.85% | 6 |
|
|
2018
Q3 | $996K | Buy |
23,831
+1,027
| +5% | +$42.9K | 1.53% | 26 |
|
|
2018
Q2 | $785K | Buy |
22,804
+1,292
| +6% | +$44.5K | 1.27% | 33 |
|
|
2018
Q1 | $722K | Sell |
21,512
-738
| -3% | -$24.8K | 1.19% | 34 |
|
|
2017
Q4 | $763K | Buy |
+22,250
| New | +$763K | 1.13% | 38 |
|