AW
Atlas Wealth’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,018
| Closed | -$830K | – | 84 |
|
|
2023
Q4 | $830K | Hold |
25,018
| – | – | 0.45% | 35 |
|
|
2023
Q3 | $830K | Sell |
25,018
-12,824
| -34% | -$425K | 0.16% | 82 |
|
|
2023
Q2 | $1.37M | Sell |
37,842
-13,531
| -26% | -$490K | 0.25% | 64 |
|
|
2023
Q1 | $2.1M | Sell |
51,373
-8,726
| -15% | -$356K | 0.41% | 52 |
|
|
2022
Q4 | $3.08M | Buy |
+60,099
| New | +$3.08M | 0.83% | 30 |
|