Coppell Advisory Solutions’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,443
| Closed | -$329K | – | 1425 |
|
|
2024
Q4 | $329K | Sell |
12,443
-1,625
| -12% | -$42.9K | 0.05% | 206 |
|
|
2024
Q3 | $409K | Buy |
14,068
+1,157
| +9% | +$33.7K | 0.06% | 188 |
|
|
2024
Q2 | $361K | Buy |
+12,911
| New | +$361K | 0.06% | 185 |
|
|
2023
Q4 | $450K | Buy |
15,641
+13,584
| +660% | +$391K | 0.09% | 167 |
|
|
2023
Q3 | $105K | Sell |
2,057
-7,479
| -78% | -$383K | 0.04% | 216 |
|
|
2023
Q2 | $344K | Sell |
9,536
-66
| -0.7% | -$2.38K | 0.1% | 142 |
|
|
2023
Q1 | $388K | Buy |
9,602
+7,545
| +367% | +$305K | 0.13% | 138 |
|
|
2022
Q4 | $105K | Buy |
+2,057
| New | +$105K | 0.04% | 218 |
|