Coulter & Justus Financial Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $416K | Buy |
14,988
+1,237
| +9% | +$34.3K | 0.09% | 68 |
|
|
2023
Q4 | $396K | Buy |
+13,751
| New | +$396K | 0.27% | 25 |
|
|
2023
Q2 | – | Sell |
-5,178
| Closed | -$211K | – | 49 |
|
|
2023
Q1 | $211K | Hold |
5,178
| – | – | 0.14% | 44 |
|
|
2022
Q4 | $265K | Hold |
5,178
| – | – | 0.18% | 44 |
|
|
2022
Q3 | $227K | Hold |
5,178
| – | – | 0.18% | 41 |
|
|
2022
Q2 | $271K | Buy |
+5,178
| New | +$271K | 0.22% | 39 |
|
|
2022
Q1 | – | Sell |
-5,678
| Closed | -$335K | – | 44 |
|
|
2021
Q4 | $335K | Buy |
+5,678
| New | +$335K | 0.26% | 37 |
|