Domani Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $230K | Sell |
5,645
-254
| -4% | -$10.4K | 0.05% | 108 |
|
|
2022
Q4 | $302K | Buy |
5,899
+535
| +10% | +$27.4K | 0.08% | 98 |
|
|
2022
Q3 | $235K | Hold |
5,364
| – | – | 0.07% | 97 |
|
|
2022
Q2 | $281K | Hold |
5,364
| – | – | 0.08% | 98 |
|
|
2022
Q1 | $278K | Buy |
5,364
+475
| +10% | +$24.6K | 0.06% | 110 |
|
|
2021
Q4 | $289K | Buy |
4,889
+206
| +4% | +$12.2K | 0.06% | 104 |
|
|
2021
Q3 | $201K | Buy |
+4,683
| New | +$201K | 0.04% | 117 |
|
|
2020
Q4 | – | Sell |
-6,196
| Closed | -$216K | – | 124 |
|
|
2020
Q3 | $216K | Buy |
+6,196
| New | +$216K | 0.05% | 116 |
|
|
2020
Q1 | – | Sell |
-5,880
| Closed | -$219K | – | 134 |
|
|
2019
Q4 | $219K | Hold |
5,880
| – | – | 0.07% | 105 |
|
|
2019
Q3 | $200K | Buy |
5,880
+326
| +6% | +$11.1K | 0.07% | 109 |
|
|
2019
Q2 | $228K | Hold |
5,554
| – | – | 0.08% | 100 |
|
|
2019
Q1 | $224K | Buy |
+5,554
| New | +$224K | 0.09% | 101 |
|
|
2018
Q3 | – | Sell |
-10,379
| Closed | -$357K | – | 109 |
|
|
2018
Q2 | $357K | Buy |
10,379
+664
| +7% | +$22.8K | 0.16% | 73 |
|
|
2018
Q1 | $327K | Hold |
9,715
| – | – | 0.14% | 75 |
|
|
2017
Q4 | $334K | Sell |
9,715
-468
| -5% | -$16.1K | 0.15% | 75 |
|
|
2017
Q3 | $345K | Sell |
10,183
-574
| -5% | -$19.4K | 0.15% | 72 |
|
|
2017
Q2 | $343K | Buy |
10,757
+586
| +6% | +$18.7K | 0.14% | 70 |
|
|
2017
Q1 | $330K | Buy |
10,171
+5
| +0% | +$162 | 0.13% | 71 |
|
|
2016
Q4 | $313K | Sell |
10,166
-2,449
| -19% | -$75.4K | 0.13% | 74 |
|
|
2016
Q3 | $405K | Buy |
12,615
+564
| +5% | +$18.1K | 0.15% | 74 |
|
|
2016
Q2 | $403K | Sell |
12,051
-3,033
| -20% | -$101K | 0.16% | 73 |
|
|
2016
Q1 | $420K | Sell |
15,084
-1,216
| -7% | -$33.9K | 0.16% | 77 |
|
|
2015
Q4 | $499K | Sell |
16,300
-32
| -0.2% | -$980 | 0.2% | 70 |
|
|
2015
Q3 | $487K | Sell |
16,332
-3,246
| -17% | -$96.8K | 0.26% | 54 |
|
|
2015
Q2 | $623K | Buy |
19,578
+18,897
| +2,775% | +$601K | 0.34% | 44 |
|
|
2015
Q1 | $18.6K | Buy |
+681
| New | +$18.6K | 0.28% | 35 |
|