Capital Wealth Planning’s Pfizer PFE Stock Holding History

Capital Wealth Planning’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,502	Closed	-$375K	–	142
2024 Q1	$375K	Buy	13,502 +2,509	+23%	+$69.6K	﹤0.01%	115
2023 Q4	$316K	Sell	10,993 -861	-7%	-$24.8K	﹤0.01%	121
2023 Q3	$393K	Buy	11,854 +584	+5%	+$19.4K	﹤0.01%	115
2023 Q2	$413K	Buy	11,270 +715	+7%	+$26.2K	0.01%	105
2023 Q1	$431K	Sell	10,555 -184	-2%	-$7.51K	0.01%	104
2022 Q4	$550K	Buy	10,739 +91	+0.9%	+$4.66K	0.01%	74
2022 Q3	$466K	Buy	10,648 +722	+7%	+$31.6K	0.01%	70
2022 Q2	$520K	Buy	+9,926	New	+$520K	0.01%	64
2021 Q3	–	Sell	-6,412	Closed	-$251K	–	127
2021 Q2	$251K	Hold	6,412	–	–	0.01%	108
2021 Q1	$232K	Hold	6,412	–	–	0.01%	116
2020 Q4	$234K	Sell	6,412 -337	-5%	-$12.3K	0.01%	100
2020 Q3	$235K	Sell	6,749 -200	-3%	-$6.96K	0.01%	90
2020 Q2	$216K	Sell	6,949 -9,524	-58%	-$296K	0.01%	94
2020 Q1	$510K	Buy	16,473 +2,483	+18%	+$76.9K	0.03%	120
2019 Q4	$520K	Buy	13,990 +2,494	+22%	+$92.7K	0.03%	120
2019 Q3	$397K	Sell	11,496 -12,515	-52%	-$432K	0.03%	158
2019 Q2	$987K	Buy	+24,011	New	+$987K	0.07%	81
2017 Q3	–	Sell	-8,381	Closed	-$267K	–	165
2017 Q2	$267K	Buy	+8,381	New	+$267K	0.04%	83
2016 Q1	–	Sell	-10,540	Closed	-$323K	–	86
2015 Q4	$323K	Sell	10,540 -15,378	-59%	-$471K	0.3%	56
2015 Q3	$783K	Sell	25,918 -9,710	-27%	-$293K	0.62%	38
2015 Q2	$1.13M	Hold	35,628	–	–	0.68%	37
2015 Q1	$1.18M	Hold	35,628	–	–	0.61%	40
2014 Q4	$1.05M	Buy	35,628 +13,786	+63%	+$408K	0.49%	46
2014 Q3	$613K	Buy	21,842 +3,104	+17%	+$87.1K	0.25%	67
2014 Q2	$527K	Hold	18,738	–	–	0.19%	72
2014 Q1	$571K	Buy	18,738 +7,671	+69%	+$234K	0.25%	65
2013 Q4	$303K	Sell	11,067 -18,738	-63%	-$513K	0.37%	40
2013 Q3	$813K	Buy	29,805 +7,436	+33%	+$203K	0.37%	45
2013 Q2	$594K	Buy	+22,369	New	+$594K	0.47%	35