Chemistry 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 |
-16,098
| Closed | -$466K | – | 188 |
|
2024
Q3 | $466K | Sell |
16,098
-10,540
| -40% | -$305K | 0.11% | 105 |
|
2024
Q2 | $745K | Sell |
26,638
-12,003
| -31% | -$336K | 0.19% | 78 |
|
2024
Q1 | $1.07M | Buy |
38,641
+10,343
| +37% | +$287K | 0.29% | 58 |
|
2023
Q4 | $815K | Sell |
28,298
-10,572
| -27% | -$304K | 0.25% | 71 |
|
2023
Q3 | $1.29M | Sell |
38,870
-628
| -2% | -$20.8K | 0.43% | 39 |
|
2023
Q2 | $1.45M | Buy |
39,498
+660
| +2% | +$24.2K | 0.47% | 38 |
|
2023
Q1 | $1.58M | Buy |
38,838
+2
| +0% | +$82 | 0.55% | 35 |
|
2022
Q4 | $1.99M | Buy |
38,836
+1
| +0% | +$51 | 0.78% | 25 |
|
2022
Q3 | $1.7M | Sell |
38,835
-922
| -2% | -$40.3K | 0.67% | 29 |
|
2022
Q2 | $2.08M | Buy |
39,757
+11,271
| +40% | +$591K | 0.8% | 27 |
|
2022
Q1 | $1.48M | Sell |
28,486
-18,924
| -40% | -$980K | 0.51% | 39 |
|
2021
Q4 | $2.8M | Buy |
+47,410
| New | +$2.8M | 2.35% | 11 |
|