FP
Fiduciary Planning’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,617
| Closed | -$219K | – | 65 |
|
|
2023
Q3 | $219K | Buy |
6,617
+600
| +10% | +$19.9K | 0.1% | 60 |
|
|
2023
Q2 | $221K | Sell |
6,017
-42
| -0.7% | -$1.54K | 0.1% | 42 |
|
|
2023
Q1 | $247K | Sell |
6,059
-34
| -0.6% | -$1.39K | 0.12% | 41 |
|
|
2022
Q4 | $312K | Buy |
6,093
+3
| +0% | +$154 | 0.15% | 37 |
|
|
2022
Q3 | $266K | Sell |
6,090
-271
| -4% | -$11.8K | 0.14% | 32 |
|
|
2022
Q2 | $334K | Sell |
6,361
-52
| -0.8% | -$2.73K | 0.17% | 34 |
|
|
2022
Q1 | $332K | Sell |
6,413
-4,618
| -42% | -$239K | 0.18% | 35 |
|
|
2021
Q4 | $651K | Sell |
11,031
-1,950
| -15% | -$115K | 0.37% | 31 |
|
|
2021
Q3 | $558K | Sell |
12,981
-25,837
| -67% | -$1.11M | 0.3% | 48 |
|
|
2021
Q2 | $1.52M | Sell |
38,818
-15,626
| -29% | -$612K | 1.31% | 17 |
|
|
2021
Q1 | $1.97M | Buy |
54,444
+48,021
| +748% | +$1.74M | 2.98% | 10 |
|
|
2020
Q4 | $236K | Sell |
6,423
-1,357
| -17% | -$49.9K | 0.33% | 50 |
|
|
2020
Q3 | $286K | Buy |
7,780
+135
| +2% | +$4.96K | 0.47% | 40 |
|
|
2020
Q2 | $294K | Sell |
7,645
-2,403
| -24% | -$92.4K | 0.65% | 32 |
|
|
2020
Q1 | $328K | Sell |
10,048
-1,976
| -16% | -$64.5K | 0.62% | 30 |
|
|
2019
Q4 | $459K | Buy |
+12,024
| New | +$459K | 0.42% | 36 |
|