CPC
Consolidated Planning Corp’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,782
| Closed | -$282K | – | 194 |
|
|
2023
Q4 | $282K | Sell |
9,782
-5,645
| -37% | -$163K | 0.05% | 130 |
|
|
2023
Q3 | $512K | Sell |
15,427
-2,761
| -15% | -$91.6K | 0.11% | 107 |
|
|
2023
Q2 | $667K | Buy |
18,188
+11,798
| +185% | +$433K | 0.14% | 106 |
|
|
2023
Q1 | $261K | Buy |
6,390
+823
| +15% | +$33.6K | 0.07% | 102 |
|
|
2022
Q4 | $285K | Buy |
5,567
+887
| +19% | +$45.5K | 0.08% | 102 |
|
|
2022
Q3 | $205K | Buy |
4,680
+826
| +21% | +$36.2K | 0.06% | 110 |
|
|
2022
Q2 | $202K | Sell |
3,854
-246
| -6% | -$12.9K | 0.06% | 115 |
|
|
2022
Q1 | $212K | Buy |
4,100
+454
| +12% | +$23.5K | 0.15% | 59 |
|
|
2021
Q4 | $215K | Hold |
3,646
| – | – | 0.14% | 61 |
|
|
2021
Q3 | $157K | Buy |
+3,646
| New | +$157K | 0.1% | 73 |
|
|
2020
Q1 | – | Sell |
-6,467
| Closed | -$253K | – | 45 |
|
|
2019
Q4 | $253K | Buy |
+6,467
| New | +$253K | 0.25% | 35 |
|