Franklin, Parlapiano, Turner & Welch’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 |
-4,654
| Closed | -$238K | – | 50 |
|
|
2022
Q4 | $238K | Hold |
4,654
| – | – | 0.08% | 45 |
|
|
2022
Q3 | $204K | Hold |
4,654
| – | – | 0.07% | 46 |
|
|
2022
Q2 | $244K | Hold |
4,654
| – | – | 0.08% | 45 |
|
|
2022
Q1 | $241K | Hold |
4,654
| – | – | 0.07% | 48 |
|
|
2021
Q4 | $275K | Hold |
4,654
| – | – | 0.08% | 46 |
|
|
2021
Q3 | $200K | Buy |
+4,654
| New | +$200K | 0.06% | 50 |
|
|
2017
Q2 | – | Sell |
-3,721
| Closed | -$121K | – | 92 |
|
|
2017
Q1 | $121K | Hold |
3,721
| – | – | 0.06% | 55 |
|
|
2016
Q4 | $115K | Buy |
3,721
+106
| +3% | +$3.28K | 0.06% | 56 |
|
|
2016
Q3 | $116K | Buy |
+3,615
| New | +$116K | 0.06% | 55 |
|
|
2016
Q1 | – | Sell |
-2,635
| Closed | -$81K | – | 130 |
|
|
2015
Q4 | $81K | Hold |
2,635
| – | – | 0.05% | 61 |
|
|
2015
Q3 | $79K | Buy |
+2,635
| New | +$79K | 0.05% | 58 |
|