ERTS Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,463
| Closed | -$209K | – | 90 |
|
|
2024
Q2 | $209K | Sell |
7,463
-165
| -2% | -$4.62K | 0.04% | 87 |
|
|
2024
Q1 | $212K | Sell |
7,628
-1,469
| -16% | -$40.8K | 0.04% | 86 |
|
|
2023
Q4 | $262K | Sell |
9,097
-3,515
| -28% | -$101K | 0.06% | 76 |
|
|
2023
Q3 | $418K | Buy |
12,612
+418
| +3% | +$13.9K | 0.1% | 48 |
|
|
2023
Q2 | $447K | Buy |
12,194
+173
| +1% | +$6.35K | 0.1% | 52 |
|
|
2023
Q1 | $490K | Sell |
12,021
-2,047
| -15% | -$83.5K | 0.12% | 48 |
|
|
2022
Q4 | $721K | Buy |
14,068
+23
| +0.2% | +$1.18K | 0.19% | 43 |
|
|
2022
Q3 | $615K | Sell |
14,045
-202
| -1% | -$8.85K | 0.17% | 40 |
|
|
2022
Q2 | $747K | Sell |
14,247
-1,323
| -8% | -$69.4K | 0.21% | 38 |
|
|
2022
Q1 | $806K | Sell |
15,570
-2,346
| -13% | -$121K | 0.23% | 31 |
|
|
2021
Q4 | $1.06M | Sell |
17,916
-1,829
| -9% | -$108K | 0.25% | 31 |
|
|
2021
Q3 | $849K | Sell |
19,745
-314
| -2% | -$13.5K | 0.22% | 32 |
|
|
2021
Q2 | $786K | Buy |
20,059
+25
| +0.1% | +$980 | 0.21% | 35 |
|
|
2021
Q1 | $726K | Buy |
20,034
+429
| +2% | +$15.5K | 0.22% | 38 |
|
|
2020
Q4 | $722K | Sell |
19,605
-2,360
| -11% | -$86.9K | 0.23% | 36 |
|
|
2020
Q3 | $765K | Sell |
21,965
-46
| -0.2% | -$1.6K | 0.29% | 35 |
|
|
2020
Q2 | $683K | Sell |
22,011
-2,705
| -11% | -$83.9K | 0.28% | 34 |
|
|
2020
Q1 | $765K | Buy |
24,716
+3,156
| +15% | +$97.7K | 0.37% | 35 |
|
|
2019
Q4 | $801K | Sell |
21,560
-31
| -0.1% | -$1.15K | 0.36% | 29 |
|
|
2019
Q3 | $736K | Buy |
21,591
+6,229
| +41% | +$212K | 0.37% | 30 |
|
|
2019
Q2 | $631K | Hold |
15,362
| – | – | 0.35% | 36 |
|
|
2019
Q1 | $619K | Buy |
15,362
+74
| +0.5% | +$2.98K | 0.37% | 38 |
|
|
2018
Q4 | $633K | Buy |
+15,288
| New | +$633K | 0.45% | 34 |
|