Financial Advisors’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 |
-4,845
| Closed | -$248K | – | 82 |
|
|
2022
Q4 | $248K | Sell |
4,845
-1,200
| -20% | -$61.5K | 0.07% | 60 |
|
|
2022
Q3 | $254K | Buy |
6,045
+476
| +9% | +$20K | 0.09% | 59 |
|
|
2022
Q2 | $292K | Hold |
5,569
| – | – | 0.1% | 56 |
|
|
2022
Q1 | $288K | Buy |
5,569
+75
| +1% | +$3.88K | 0.09% | 66 |
|
|
2021
Q4 | $324K | Sell |
5,494
-341
| -6% | -$20.1K | 0.1% | 64 |
|
|
2021
Q3 | $251K | Buy |
5,835
+341
| +6% | +$14.7K | 0.08% | 73 |
|
|
2021
Q2 | $215K | Sell |
5,494
-83
| -1% | -$3.25K | 0.08% | 83 |
|
|
2021
Q1 | $202K | Buy |
+5,577
| New | +$202K | 0.08% | 81 |
|