Cardinal Strategic Wealth Guidance’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,127
| Closed | -$263K | – | 65 |
|
|
2023
Q4 | $263K | Sell |
9,127
-3,105
| -25% | -$89.4K | 0.1% | 56 |
|
|
2023
Q3 | $406K | Sell |
12,232
-44
| -0.4% | -$1.46K | 0.19% | 44 |
|
|
2023
Q2 | $449K | Sell |
12,276
-800
| -6% | -$29.2K | 0.2% | 42 |
|
|
2023
Q1 | $532K | Sell |
13,076
-2,556
| -16% | -$104K | 0.25% | 38 |
|
|
2022
Q4 | $801K | Sell |
15,632
-111
| -0.7% | -$5.69K | 0.39% | 35 |
|
|
2022
Q3 | $690K | Hold |
15,743
| – | – | 0.37% | 31 |
|
|
2022
Q2 | $821K | Sell |
15,743
-175
| -1% | -$9.13K | 0.42% | 30 |
|
|
2022
Q1 | $826K | Sell |
15,918
-180
| -1% | -$9.34K | 0.38% | 32 |
|
|
2021
Q4 | $949K | Hold |
16,098
| – | – | 0.44% | 36 |
|
|
2021
Q3 | $692K | Sell |
16,098
-590
| -4% | -$25.4K | 0.36% | 43 |
|
|
2021
Q2 | $653K | Sell |
16,688
-700
| -4% | -$27.4K | 0.34% | 43 |
|
|
2021
Q1 | $630K | Sell |
17,388
-1,629
| -9% | -$59K | 0.37% | 40 |
|
|
2020
Q4 | $700K | Sell |
19,017
-2,094
| -10% | -$77.1K | 0.42% | 31 |
|
|
2020
Q3 | $733K | Sell |
21,111
-1,090
| -5% | -$37.8K | 0.52% | 25 |
|
|
2020
Q2 | $689K | Sell |
22,201
-1,225
| -5% | -$38K | 0.51% | 25 |
|
|
2020
Q1 | $726K | Sell |
23,426
-701
| -3% | -$21.7K | 0.67% | 21 |
|
|
2019
Q4 | $896K | Buy |
+24,127
| New | +$896K | 0.77% | 24 |
|