Buttonwood Financial Advisors’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 |
-7,976
| Closed | -$221K | – | 106 |
|
|
2024
Q1 | $221K | Sell |
7,976
-1,554
| -16% | -$43.1K | 0.1% | 100 |
|
|
2023
Q4 | $274K | Sell |
9,530
-297
| -3% | -$8.55K | 0.15% | 88 |
|
|
2023
Q3 | $326K | Sell |
9,827
-96
| -1% | -$3.18K | 0.21% | 82 |
|
|
2023
Q2 | $364K | Buy |
9,923
+562
| +6% | +$20.6K | 0.23% | 76 |
|
|
2023
Q1 | $382K | Buy |
9,361
+1
| +0% | +$41 | 0.3% | 60 |
|
|
2022
Q4 | $480K | Sell |
9,360
-73
| -0.8% | -$3.74K | 0.4% | 55 |
|
|
2022
Q3 | $405K | Buy |
9,433
+1
| +0% | +$43 | 0.37% | 54 |
|
|
2022
Q2 | $495K | Buy |
9,432
+4,101
| +77% | +$215K | 0.45% | 51 |
|
|
2022
Q1 | $276K | Buy |
+5,331
| New | +$276K | 0.25% | 59 |
|