FirstPurpose Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,569
| Closed | -$317K | – | 223 |
|
|
2023
Q3 | $317K | Buy |
9,569
+1,172
| +14% | +$38.9K | 0.14% | 125 |
|
|
2023
Q2 | $308K | Buy |
8,397
+1,573
| +23% | +$57.7K | 0.13% | 134 |
|
|
2023
Q1 | $278K | Buy |
6,824
+239
| +4% | +$9.75K | 0.14% | 136 |
|
|
2022
Q4 | $337K | Buy |
6,585
+326
| +5% | +$16.7K | 0.19% | 103 |
|
|
2022
Q3 | $274K | Buy |
6,259
+368
| +6% | +$16.1K | 0.18% | 102 |
|
|
2022
Q2 | $309K | Buy |
5,891
+573
| +11% | +$30.1K | 0.21% | 86 |
|
|
2022
Q1 | $275K | Buy |
5,318
+155
| +3% | +$8.02K | 0.21% | 101 |
|
|
2021
Q4 | $305K | Buy |
+5,163
| New | +$305K | 0.19% | 95 |
|