Doyle Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $21M | Sell |
480,030
-3,865
| -0.8% | -$169K | 1.8% | 13 |
|
|
2022
Q2 | $25.4M | Sell |
483,895
-6,205
| -1% | -$325K | 2.05% | 7 |
|
|
2022
Q1 | $25.4M | Sell |
490,100
-6,682
| -1% | -$346K | 1.83% | 13 |
|
|
2021
Q4 | $29.3M | Sell |
496,782
-6,049
| -1% | -$357K | 2.1% | 9 |
|
|
2021
Q3 | $21.6M | Buy |
502,831
+306
| +0.1% | +$13.2K | 1.72% | 18 |
|
|
2021
Q2 | $19.7M | Buy |
502,525
+9,352
| +2% | +$366K | 1.63% | 19 |
|
|
2021
Q1 | $17.9M | Sell |
493,173
-2,777
| -0.6% | -$101K | 1.71% | 17 |
|
|
2020
Q4 | $18.3M | Sell |
495,950
-25,561
| -5% | -$941K | 1.86% | 17 |
|
|
2020
Q3 | $18.2M | Buy |
521,511
+4,504
| +0.9% | +$157K | 2.11% | 14 |
|
|
2020
Q2 | $16M | Sell |
517,007
-10,808
| -2% | -$335K | 2.11% | 12 |
|
|
2020
Q1 | $16.3M | Sell |
527,815
-1,641
| -0.3% | -$50.8K | 2.6% | 8 |
|
|
2019
Q4 | $19.7M | Buy |
529,456
+9,597
| +2% | +$357K | 2.46% | 9 |
|
|
2019
Q3 | $17.7M | Sell |
519,859
-870
| -0.2% | -$29.7K | 2.45% | 12 |
|
|
2019
Q2 | $21.4M | Sell |
520,729
-4,733
| -0.9% | -$195K | 2.96% | 5 |
|
|
2019
Q1 | $20.3M | Buy |
525,462
+7,231
| +1% | +$279K | 2.95% | 6 |
|
|
2018
Q4 | $21.5M | Sell |
518,231
-29,650
| -5% | -$1.23M | 3.62% | 1 |
|
|
2018
Q3 | $22.9M | Buy |
547,881
+3,069
| +0.6% | +$128K | 3.56% | 3 |
|
|
2018
Q2 | $18.8M | Buy |
544,812
+43,159
| +9% | +$1.49M | 3.1% | 6 |
|
|
2018
Q1 | $16.9M | Buy |
501,653
+3,939
| +0.8% | +$133K | 2.84% | 10 |
|
|
2017
Q4 | $17.1M | Sell |
497,714
-11,913
| -2% | -$409K | 2.89% | 7 |
|
|
2017
Q3 | $17.3M | Buy |
509,627
+60,678
| +14% | +$2.06M | 3.02% | 6 |
|
|
2017
Q2 | $14.3M | Buy |
448,949
+7,056
| +2% | +$225K | 2.65% | 10 |
|
|
2017
Q1 | $14.3M | Buy |
+441,893
| New | +$14.3M | 2.92% | 9 |
|