BCGM 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
Q3 | – | Sell |
-6,209
| Closed | -$228K | – | 124 |
|
|
2023
Q2 | $228K | Buy |
6,209
+286
| +5% | +$10.5K | 0.1% | 112 |
|
|
2023
Q1 | $242K | Sell |
5,923
-557
| -9% | -$22.7K | 0.12% | 92 |
|
|
2022
Q4 | $332K | Buy |
6,480
+81
| +1% | +$4.15K | 0.16% | 83 |
|
|
2022
Q3 | $301K | Sell |
6,399
-194
| -3% | -$9.13K | 0.15% | 84 |
|
|
2022
Q2 | $333K | Buy |
6,593
+542
| +9% | +$27.4K | 0.17% | 80 |
|
|
2022
Q1 | $297K | Buy |
6,051
+850
| +16% | +$41.7K | 0.16% | 87 |
|
|
2021
Q4 | $307K | Buy |
5,201
+3
| +0.1% | +$177 | 0.17% | 87 |
|
|
2021
Q3 | $227K | Buy |
5,198
+405
| +8% | +$17.7K | 0.13% | 92 |
|
|
2021
Q2 | $205K | Buy |
+4,793
| New | +$205K | 0.12% | 96 |
|