Evelyn V. Moreno’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,232
| Closed | -$268K | – | 157 |
|
|
2022
Q4 | $268K | Buy |
5,232
+375
| +8% | +$19.2K | 0.06% | 138 |
|
|
2022
Q3 | $213K | Sell |
4,857
-81
| -2% | -$3.55K | 0.1% | 136 |
|
|
2022
Q2 | $259K | Buy |
+4,938
| New | +$259K | 0.06% | 130 |
|
|
2017
Q3 | – | Sell |
-7,273
| Closed | -$232K | – | 70 |
|
|
2017
Q2 | $232K | Hold |
7,273
| – | – | 0.07% | 66 |
|
|
2017
Q1 | $236K | Sell |
7,273
-637
| -8% | -$20.7K | 0.07% | 68 |
|
|
2016
Q4 | $244K | Hold |
7,910
| – | – | 0.09% | 66 |
|
|
2016
Q3 | $254K | Sell |
7,910
-1,046
| -12% | -$33.6K | 0.09% | 65 |
|
|
2016
Q2 | $300K | Hold |
8,956
| – | – | 0.11% | 63 |
|
|
2016
Q1 | $252K | Sell |
8,956
-10
| -0.1% | -$281 | 0.1% | 66 |
|
|
2015
Q4 | $274K | Hold |
8,966
| – | – | 0.11% | 66 |
|
|
2015
Q3 | $267K | Hold |
8,966
| – | – | 0.11% | 69 |
|
|
2015
Q2 | $286K | Buy |
8,966
+540
| +6% | +$17.2K | 0.11% | 67 |
|
|
2015
Q1 | $278K | Hold |
8,426
| – | – | 0.11% | 69 |
|
|
2014
Q4 | $249K | Buy |
8,426
+633
| +8% | +$18.7K | 0.09% | 73 |
|
|
2014
Q3 | $219K | Sell |
7,793
-1,581
| -17% | -$44.4K | 0.08% | 72 |
|
|
2014
Q2 | $264K | Hold |
9,374
| – | – | 0.1% | 73 |
|
|
2014
Q1 | $285K | Buy |
9,374
+1,554
| +20% | +$47.2K | 0.11% | 69 |
|
|
2013
Q4 | $227K | Buy |
+7,820
| New | +$227K | 0.09% | 74 |
|