Atlas Private Wealth Management’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 |
-5,963
| Closed | -$243K | – | 122 |
|
|
2023
Q1 | $243K | Buy |
5,963
+690
| +13% | +$28.2K | 0.15% | 105 |
|
|
2022
Q4 | $270K | Sell |
5,273
-100
| -2% | -$5.12K | 0.12% | 103 |
|
|
2022
Q3 | $235K | Hold |
5,373
| – | – | 0.17% | 103 |
|
|
2022
Q2 | $282K | Sell |
5,373
-162
| -3% | -$8.5K | 0.19% | 101 |
|
|
2022
Q1 | $287K | Buy |
5,535
+180
| +3% | +$9.33K | 0.17% | 111 |
|
|
2021
Q4 | $316K | Buy |
5,355
+100
| +2% | +$5.9K | 0.18% | 113 |
|
|
2021
Q3 | $226K | Buy |
+5,255
| New | +$226K | 0.14% | 113 |
|
|
2021
Q2 | – | Sell |
-3,685
| Closed | -$134K | – | 309 |
|
|
2021
Q1 | $134K | Sell |
3,685
-211
| -5% | -$7.67K | 0.09% | 142 |
|
|
2020
Q4 | $143K | Sell |
3,896
-394
| -9% | -$14.5K | 0.1% | 134 |
|
|
2020
Q3 | $149K | Sell |
4,290
-228
| -5% | -$7.92K | 0.12% | 121 |
|
|
2020
Q2 | $140K | Sell |
4,518
-116
| -3% | -$3.6K | 0.11% | 128 |
|
|
2020
Q1 | $144K | Sell |
4,634
-500
| -10% | -$15.5K | 0.13% | 123 |
|
|
2019
Q4 | $191K | Buy |
+5,134
| New | +$191K | 0.15% | 125 |
|