DSN
D. Scott Neal’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,029
| Closed | -$203K | – | 60 |
|
|
2024
Q3 | $203K | Buy |
+7,029
| New | +$203K | 0.11% | 57 |
|
|
2024
Q1 | – | Sell |
-7,029
| Closed | -$202K | – | 64 |
|
|
2023
Q4 | $202K | Hold |
7,029
| – | – | 0.18% | 58 |
|
|
2023
Q3 | $233K | Hold |
7,029
| – | – | 0.2% | 59 |
|
|
2023
Q2 | $258K | Sell |
7,029
-74
| -1% | -$2.71K | 0.19% | 58 |
|
|
2023
Q1 | $290K | Sell |
7,103
-8,600
| -55% | -$351K | 0.16% | 51 |
|
|
2022
Q4 | $805K | Sell |
15,703
-594
| -4% | -$30.4K | 0.39% | 26 |
|
|
2022
Q3 | $713K | Hold |
16,297
| – | – | 0.3% | 29 |
|
|
2022
Q2 | $854K | Hold |
16,297
| – | – | 0.36% | 26 |
|
|
2022
Q1 | $844K | Buy |
16,297
+4,000
| +33% | +$207K | 0.34% | 26 |
|
|
2021
Q4 | $726K | Sell |
12,297
-1,986
| -14% | -$117K | 0.27% | 27 |
|
|
2021
Q3 | $614K | Buy |
14,283
+74
| +0.5% | +$3.18K | 0.26% | 24 |
|
|
2021
Q2 | $556K | Buy |
14,209
+10
| +0.1% | +$391 | 0.25% | 24 |
|
|
2021
Q1 | $514K | Sell |
14,199
-8,348
| -37% | -$302K | 0.23% | 23 |
|
|
2020
Q4 | $830K | Buy |
22,547
+290
| +1% | +$10.7K | 0.41% | 18 |
|
|
2020
Q3 | $817K | Hold |
22,257
| – | – | 0.46% | 15 |
|
|
2020
Q2 | $728K | Hold |
22,257
| – | – | 0.46% | 13 |
|
|
2020
Q1 | $726K | Buy |
22,257
+12,286
| +123% | +$401K | 0.44% | 11 |
|
|
2019
Q4 | $391K | Sell |
9,971
-975
| -9% | -$38.2K | 0.19% | 29 |
|
|
2019
Q3 | $393K | Buy |
10,946
+123
| +1% | +$4.42K | 0.2% | 26 |
|
|
2019
Q2 | $469K | Sell |
10,823
-84
| -0.8% | -$3.64K | 0.25% | 20 |
|
|
2019
Q1 | $463K | Buy |
10,907
+84
| +0.8% | +$3.57K | 0.24% | 17 |
|
|
2018
Q4 | $472K | Sell |
10,823
-265
| -2% | -$11.6K | 0.26% | 18 |
|
|
2018
Q3 | $489K | Hold |
11,088
| – | – | 0.25% | 23 |
|
|
2018
Q2 | $402K | Hold |
11,088
| – | – | 0.22% | 24 |
|
|
2018
Q1 | $394K | Sell |
11,088
-10
| -0.1% | -$355 | 0.22% | 27 |
|
|
2017
Q4 | $402K | Buy |
11,098
+7,495
| +208% | +$271K | 0.24% | 32 |
|
|
2017
Q3 | $129K | Buy |
3,603
+491
| +16% | +$17.6K | 0.08% | 51 |
|
|
2017
Q2 | $105K | Buy |
3,112
+504
| +19% | +$17K | 0.07% | 69 |
|
|
2017
Q1 | $89K | Hold |
2,608
| – | – | 0.06% | 68 |
|
|
2016
Q4 | $85K | Hold |
2,608
| – | – | 0.06% | 62 |
|
|
2016
Q3 | $88K | Hold |
2,608
| – | – | 0.07% | 55 |
|
|
2016
Q2 | $92K | Hold |
2,608
| – | – | 0.08% | 53 |
|
|
2016
Q1 | $77K | Hold |
2,608
| – | – | 0.07% | 50 |
|
|
2015
Q4 | $84K | Buy |
+2,608
| New | +$84K | 0.07% | 50 |
|