Financial Synergies 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
Q2 | – | Sell |
-2,559
| Closed | -$71K | – | 349 |
|
|
2024
Q1 | $71K | Buy |
2,559
+1,281
| +100% | +$35.5K | 0.01% | 111 |
|
|
2023
Q4 | $65.5K | Sell |
1,278
-1,529
| -54% | -$78.3K | 0.01% | 89 |
|
|
2023
Q3 | $93.1K | Buy |
2,807
+520
| +23% | +$17.2K | 0.01% | 89 |
|
|
2023
Q2 | $83.9K | Sell |
2,287
-111
| -5% | -$4.07K | 0.01% | 90 |
|
|
2023
Q1 | $97.8K | Buy |
2,398
+1,120
| +88% | +$45.7K | 0.01% | 84 |
|
|
2022
Q4 | $65.5K | Buy |
1,278
+278
| +28% | +$14.2K | 0.01% | 89 |
|
|
2022
Q3 | $43.8K | Hold |
1,000
| – | – | 0.01% | 98 |
|
|
2022
Q2 | $52.4K | Buy |
+1,000
| New | +$52.4K | 0.01% | 103 |
|