Capasso Planning Partners’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 |
-9,478
| Closed | -$274K | – | 136 |
|
|
2024
Q3 | $274K | Sell |
9,478
-305
| -3% | -$8.83K | 0.08% | 128 |
|
|
2024
Q2 | $274K | Buy |
+9,783
| New | +$274K | 0.09% | 118 |
|
|
2023
Q1 | – | Sell |
-4,149
| Closed | -$213K | – | 104 |
|
|
2022
Q4 | $213K | Sell |
4,149
-1,157
| -22% | -$59.3K | 0.14% | 90 |
|
|
2022
Q3 | $232K | Buy |
5,306
+399
| +8% | +$17.4K | 0.16% | 78 |
|
|
2022
Q2 | $257K | Buy |
4,907
+110
| +2% | +$5.76K | 0.18% | 67 |
|
|
2022
Q1 | $248K | Sell |
4,797
-69
| -1% | -$3.57K | 0.18% | 75 |
|
|
2021
Q4 | $287K | Buy |
+4,866
| New | +$287K | 0.21% | 63 |
|