Clarity Financial’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 |
-10,455
| Closed | -$303K | – | 145 |
|
|
2024
Q3 | $303K | Buy |
+10,455
| New | +$303K | 0.04% | 116 |
|
|
2023
Q4 | – | Sell |
-9,108
| Closed | -$302K | – | 120 |
|
|
2023
Q3 | $302K | Buy |
9,108
+417
| +5% | +$13.8K | 0.05% | 89 |
|
|
2023
Q2 | $319K | Buy |
+8,691
| New | +$319K | 0.05% | 80 |
|
|
2023
Q1 | – | Sell |
-4,173
| Closed | -$214K | – | 75 |
|
|
2022
Q4 | $214K | Buy |
+4,173
| New | +$214K | 0.04% | 97 |
|
|
2021
Q2 | – | Sell |
-25,405
| Closed | -$920K | – | 137 |
|
|
2021
Q1 | $920K | Buy |
25,405
+8,397
| +49% | +$304K | 0.19% | 66 |
|
|
2020
Q4 | $626K | Buy |
+17,008
| New | +$626K | 0.15% | 60 |
|