AAS
Asset Allocation Strategies’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,679
| Closed | -$215K | – | 119 |
|
|
2024
Q2 | $215K | Sell |
7,679
-6,323
| -45% | -$177K | 0.07% | 86 |
|
|
2024
Q1 | $389K | Buy |
14,002
+772
| +6% | +$21.4K | 0.14% | 53 |
|
|
2023
Q4 | $381K | Buy |
13,230
+3,752
| +40% | +$108K | 0.15% | 49 |
|
|
2023
Q3 | $314K | Buy |
9,478
+207
| +2% | +$6.87K | 0.15% | 50 |
|
|
2023
Q2 | $340K | Buy |
9,271
+2,760
| +42% | +$101K | 0.16% | 50 |
|
|
2023
Q1 | $266K | Buy |
6,511
+88
| +1% | +$3.59K | 0.77% | 33 |
|
|
2022
Q4 | $329K | Buy |
+6,423
| New | +$329K | 0.22% | 45 |
|