Arlington Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,155
| Closed | -$337K | – | 73 |
|
|
2024
Q1 | $337K | Sell |
12,155
-1,550
| -11% | -$43K | 0.07% | 61 |
|
|
2023
Q4 | $395K | Sell |
13,705
-6,345
| -32% | -$183K | 0.12% | 66 |
|
|
2023
Q3 | $665K | Hold |
20,050
| – | – | 0.24% | 47 |
|
|
2023
Q2 | $735K | Sell |
20,050
-108
| -0.5% | -$3.96K | 0.27% | 42 |
|
|
2023
Q1 | $822K | Buy |
20,158
+1,458
| +8% | +$59.5K | 0.32% | 41 |
|
|
2022
Q4 | $958K | Sell |
18,700
-1,300
| -7% | -$66.6K | 0.4% | 40 |
|
|
2022
Q3 | $875K | Sell |
20,000
-75
| -0.4% | -$3.28K | 0.44% | 34 |
|
|
2022
Q2 | $1.05M | Buy |
20,075
+43
| +0.2% | +$2.26K | 0.47% | 35 |
|
|
2022
Q1 | $1.04M | Buy |
20,032
+18
| +0.1% | +$932 | 0.39% | 37 |
|
|
2021
Q4 | $1.18M | Hold |
20,014
| – | – | 0.4% | 43 |
|
|
2021
Q3 | $861K | Hold |
20,014
| – | – | 0.34% | 40 |
|
|
2021
Q2 | $784K | Buy |
+20,014
| New | +$784K | 0.3% | 44 |
|
|
2019
Q1 | – | Sell |
-6,404
| Closed | -$265K | – | 70 |
|
|
2018
Q4 | $265K | Buy |
+6,404
| New | +$265K | 0.11% | 69 |
|