DFPG Investments’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.59M | Sell |
53,539
-45,377
| -46% | -$1.35M | 0.12% | 165 |
|
|
2023
Q3 | $2.94M | Buy |
98,916
+40,183
| +68% | +$1.19M | 0.27% | 94 |
|
|
2023
Q2 | $2.14M | Buy |
58,733
+19,966
| +52% | +$728K | 0.19% | 123 |
|
|
2023
Q1 | $1.58M | Buy |
38,767
+8,646
| +29% | +$353K | 0.17% | 129 |
|
|
2022
Q4 | $1.43M | Buy |
30,121
+23,671
| +367% | +$1.12M | 0.24% | 102 |
|
|
2022
Q3 | $290K | Sell |
6,450
-3,519
| -35% | -$158K | 0.12% | 128 |
|
|
2022
Q2 | $506K | Buy |
9,969
+3,850
| +63% | +$195K | 0.22% | 82 |
|
|
2022
Q1 | $317K | Sell |
6,119
-279
| -4% | -$14.5K | 0.12% | 115 |
|
|
2021
Q4 | $346K | Buy |
6,398
+912
| +17% | +$49.3K | 0.14% | 118 |
|
|
2021
Q3 | $229K | Buy |
+5,486
| New | +$229K | 0.09% | 157 |
|
|
2019
Q3 | – | Sell |
-6,986
| Closed | -$287K | – | 174 |
|
|
2019
Q2 | $287K | Sell |
6,986
-2,439
| -26% | -$100K | 0.27% | 110 |
|
|
2019
Q1 | $382K | Sell |
9,425
-293
| -3% | -$11.9K | 0.41% | 79 |
|
|
2018
Q4 | $402K | Buy |
+9,718
| New | +$402K | 0.53% | 69 |
|