Capstone Triton Financial Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-34,749
Closed -$1.27M 106
2023
Q2
$1.27M Buy
34,749
+849
+3% +$31.1K 0.88% 39
2023
Q1
$1.38M Sell
33,900
-1,689
-5% -$68.9K 1.04% 34
2022
Q4
$1.82M Sell
35,589
-616
-2% -$31.6K 1.46% 24
2022
Q3
$1.58M Buy
36,205
+385
+1% +$16.8K 1.36% 21
2022
Q2
$1.83M Sell
35,820
-193
-0.5% -$9.87K 1.38% 22
2022
Q1
$1.79M Buy
+36,013
New +$1.79M 1.25% 24
2021
Q4
Sell
-36,069
Closed -$1.56M 114
2021
Q3
$1.56M Buy
36,069
+914
+3% +$39.4K 0.94% 30
2021
Q2
$1.38M Buy
35,155
+2,328
+7% +$91.2K 0.85% 39
2021
Q1
$1.19M Sell
32,827
-440
-1% -$15.9K 0.79% 39
2020
Q4
$1.23M Buy
+33,267
New +$1.23M 0.75% 40