Aufman Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,937
| Closed | -$201K | – | 64 |
|
|
2024
Q3 | $201K | Buy |
+6,937
| New | +$201K | 0.13% | 62 |
|
|
2023
Q1 | – | Sell |
-5,451
| Closed | -$279K | – | 45 |
|
|
2022
Q4 | $279K | Buy |
5,451
+110
| +2% | +$5.64K | 0.26% | 33 |
|
|
2022
Q3 | $234K | Buy |
5,341
+11
| +0.2% | +$482 | 0.25% | 35 |
|
|
2022
Q2 | $279K | Buy |
5,330
+13
| +0.2% | +$680 | 0.27% | 34 |
|
|
2022
Q1 | $275K | Buy |
5,317
+13
| +0.2% | +$672 | 0.22% | 35 |
|
|
2021
Q4 | $313K | Sell |
5,304
-1
| -0% | -$59 | 0.23% | 33 |
|
|
2021
Q3 | $228K | Sell |
5,305
-45
| -0.8% | -$1.93K | 0.19% | 42 |
|
|
2021
Q2 | $210K | Buy |
+5,350
| New | +$210K | 0.16% | 47 |
|