Blue Barn Wealth’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 |
-9,619
| Closed | -$319K | – | 133 |
|
|
2023
Q3 | $319K | Buy |
9,619
+809
| +9% | +$26.8K | 0.21% | 84 |
|
|
2023
Q2 | $323K | Buy |
8,810
+600
| +7% | +$22K | 0.21% | 84 |
|
|
2023
Q1 | $335K | Buy |
8,210
+1,460
| +22% | +$59.6K | 0.21% | 81 |
|
|
2022
Q4 | $346K | Sell |
6,750
-1,614
| -19% | -$82.7K | 0.23% | 72 |
|
|
2022
Q3 | $366K | Buy |
8,364
+960
| +13% | +$42K | 0.26% | 61 |
|
|
2022
Q2 | $388K | Buy |
7,404
+259
| +4% | +$13.6K | 0.3% | 59 |
|
|
2022
Q1 | $370K | Sell |
7,145
-1,134
| -14% | -$58.7K | 0.26% | 65 |
|
|
2021
Q4 | $489K | Buy |
8,279
+1,948
| +31% | +$115K | 0.33% | 50 |
|
|
2021
Q3 | $272K | Buy |
+6,331
| New | +$272K | 0.24% | 79 |
|