Cahaba Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,914
| Closed | -$200K | – | 150 |
|
|
2024
Q3 | $200K | Sell |
6,914
-1,531
| -18% | -$44.3K | 0.02% | 145 |
|
|
2024
Q2 | $236K | Sell |
8,445
-195
| -2% | -$5.46K | 0.02% | 131 |
|
|
2024
Q1 | $240K | Sell |
8,640
-1,181
| -12% | -$32.8K | 0.02% | 135 |
|
|
2023
Q4 | $283K | Sell |
9,821
-1,336
| -12% | -$38.5K | 0.03% | 112 |
|
|
2023
Q3 | $370K | Sell |
11,157
-1,493
| -12% | -$49.5K | 0.04% | 94 |
|
|
2023
Q2 | $464K | Buy |
12,650
+385
| +3% | +$14.1K | 0.05% | 83 |
|
|
2023
Q1 | $500K | Buy |
12,265
+73
| +0.6% | +$2.98K | 0.06% | 78 |
|
|
2022
Q4 | $625K | Buy |
12,192
+897
| +8% | +$46K | 0.08% | 64 |
|
|
2022
Q3 | $494K | Buy |
11,295
+75
| +0.7% | +$3.28K | 0.07% | 70 |
|
|
2022
Q2 | $588K | Sell |
11,220
-1,705
| -13% | -$89.4K | 0.08% | 66 |
|
|
2022
Q1 | $634K | Buy |
12,925
+782
| +6% | +$38.4K | 0.09% | 64 |
|
|
2021
Q4 | $717K | Buy |
12,143
+1,106
| +10% | +$65.3K | 0.1% | 59 |
|
|
2021
Q3 | $474K | Buy |
+11,037
| New | +$474K | 0.07% | 77 |
|