Baron Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,400
| Closed | -$212K | – | 53 |
|
|
2023
Q3 | $212K | Sell |
6,400
-47
| -0.7% | -$1.56K | 0.14% | 44 |
|
|
2023
Q2 | $236K | Sell |
6,447
-111
| -2% | -$4.07K | 0.15% | 44 |
|
|
2023
Q1 | $268K | Sell |
6,558
-99
| -1% | -$4.04K | 0.17% | 42 |
|
|
2022
Q4 | $341K | Sell |
6,657
-110
| -2% | -$5.64K | 0.23% | 43 |
|
|
2022
Q3 | $296K | Sell |
6,767
-274
| -4% | -$12K | 0.2% | 44 |
|
|
2022
Q2 | $369K | Sell |
7,041
-99
| -1% | -$5.19K | 0.24% | 34 |
|
|
2022
Q1 | $370K | Sell |
7,140
-268
| -4% | -$13.9K | 0.21% | 35 |
|
|
2021
Q4 | $437K | Buy |
7,408
+6
| +0.1% | +$354 | 0.25% | 35 |
|
|
2021
Q3 | $318K | Sell |
7,402
-99
| -1% | -$4.26K | 0.19% | 37 |
|
|
2021
Q2 | $294K | Sell |
7,501
-491
| -6% | -$19.2K | 0.18% | 40 |
|
|
2021
Q1 | $290K | Buy |
7,992
+1,005
| +14% | +$36.4K | 0.2% | 39 |
|
|
2020
Q4 | $257K | Sell |
6,987
-481
| -6% | -$17.7K | 0.21% | 38 |
|
|
2020
Q3 | $260K | Buy |
+7,468
| New | +$260K | 0.24% | 36 |
|