Brown Miller 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
Q2 | – | Sell |
-4,951
| Closed | -$202K | – | 126 |
|
|
2023
Q1 | $202K | Sell |
4,951
-28
| -0.6% | -$1.14K | 0.12% | 115 |
|
|
2022
Q4 | $255K | Buy |
4,979
+3
| +0.1% | +$154 | 0.16% | 110 |
|
|
2022
Q3 | $217K | Buy |
4,976
+2
| +0% | +$87 | 0.15% | 109 |
|
|
2022
Q2 | $260K | Sell |
4,974
-83
| -2% | -$4.34K | 0.18% | 99 |
|
|
2022
Q1 | $262K | Buy |
5,057
+3
| +0.1% | +$155 | 0.15% | 104 |
|
|
2021
Q4 | $298K | Buy |
5,054
+156
| +3% | +$9.2K | 0.17% | 101 |
|
|
2021
Q3 | $210K | Buy |
+4,898
| New | +$210K | 0.13% | 116 |
|