Braun-Bostich & Associates’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,630
| Closed | -$239K | – | 138 |
|
|
2024
Q1 | $239K | Sell |
8,630
-1,455
| -14% | -$40.4K | 0.2% | 111 |
|
|
2023
Q4 | $290K | Buy |
+10,085
| New | +$290K | 0.26% | 95 |
|
|
2023
Q3 | – | Sell |
-6,924
| Closed | -$254K | – | 91 |
|
|
2023
Q2 | $254K | Buy |
6,924
+1,022
| +17% | +$37.5K | 0.54% | 61 |
|
|
2023
Q1 | $241K | Buy |
5,902
+1,714
| +41% | +$69.9K | 0.57% | 63 |
|
|
2022
Q4 | $215K | Buy |
+4,188
| New | +$215K | 0.62% | 56 |
|
|
2022
Q1 | – | Sell |
-9,471
| Closed | -$511K | – | 125 |
|
|
2021
Q4 | $511K | Buy |
+9,471
| New | +$511K | 0.12% | 61 |
|
|
2020
Q4 | – | Sell |
-4,801
| Closed | -$167K | – | 166 |
|
|
2020
Q3 | $167K | Sell |
4,801
-583
| -11% | -$20.3K | 0.17% | 103 |
|
|
2020
Q2 | $167K | Hold |
5,384
| – | – | 0.16% | 79 |
|
|
2020
Q1 | $162K | Sell |
5,384
-318
| -6% | -$9.57K | 0.21% | 84 |
|
|
2019
Q4 | $212K | Sell |
5,702
-9,525
| -63% | -$354K | 0.21% | 76 |
|
|
2019
Q3 | $519K | Sell |
15,227
-912
| -6% | -$31.1K | 0.6% | 30 |
|
|
2019
Q2 | $663K | Buy |
16,139
+3,935
| +32% | +$162K | 0.69% | 26 |
|
|
2019
Q1 | $492K | Buy |
12,204
+4,813
| +65% | +$194K | 0.51% | 49 |
|
|
2018
Q4 | $306K | Hold |
7,391
| – | – | 0.32% | 86 |
|
|
2018
Q3 | $309K | Buy |
7,391
+253
| +4% | +$10.6K | 0.3% | 85 |
|
|
2018
Q2 | $246K | Buy |
7,138
+3,007
| +73% | +$104K | 0.25% | 96 |
|
|
2018
Q1 | $139K | Hold |
4,131
| – | – | 0.12% | 115 |
|
|
2017
Q4 | $142K | Buy |
+4,131
| New | +$142K | 0.12% | 120 |
|