Disciplined 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 | – | Sell |
-6,662
| Closed | -$221K | – | 113 |
|
|
2023
Q3 | $221K | Sell |
6,662
-235
| -3% | -$7.8K | 0.13% | 100 |
|
|
2023
Q2 | $253K | Sell |
6,897
-952
| -12% | -$34.9K | 0.14% | 102 |
|
|
2023
Q1 | $320K | Buy |
7,849
+5,982
| +320% | +$244K | 0.13% | 110 |
|
|
2022
Q4 | $95.7K | Sell |
1,867
-6,231
| -77% | -$319K | 0.05% | 146 |
|
|
2022
Q3 | $354K | Sell |
8,098
-60
| -0.7% | -$2.62K | 0.16% | 100 |
|
|
2022
Q2 | $428K | Buy |
8,158
+1,126
| +16% | +$59.1K | 0.19% | 87 |
|
|
2022
Q1 | $364K | Buy |
7,032
+99
| +1% | +$5.13K | 0.15% | 99 |
|
|
2021
Q4 | $409K | Buy |
6,933
+232
| +3% | +$13.7K | 0.18% | 86 |
|
|
2021
Q3 | $288K | Buy |
6,701
+3
| +0% | +$129 | 0.14% | 97 |
|
|
2021
Q2 | $262K | Buy |
6,698
+33
| +0.5% | +$1.29K | 0.13% | 105 |
|
|
2021
Q1 | $241K | Buy |
6,665
+6,044
| +973% | +$219K | 0.14% | 101 |
|
|
2020
Q4 | $23K | Sell |
621
-30
| -5% | -$1.11K | 0.02% | 189 |
|
|
2020
Q3 | $23K | Sell |
651
-563
| -46% | -$19.9K | 0.02% | 203 |
|
|
2020
Q2 | $38K | Buy |
1,214
+4
| +0.3% | +$125 | 0.03% | 183 |
|
|
2020
Q1 | $37K | Buy |
1,210
+366
| +43% | +$11.2K | 0.04% | 178 |
|
|
2019
Q4 | $31K | Buy |
+844
| New | +$31K | 0.03% | 201 |
|