Fulcrum Equity Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,274
| Closed | -$442K | – | 143 |
|
|
2024
Q3 | $442K | Sell |
15,274
-1,321
| -8% | -$38.2K | 0.37% | 91 |
|
|
2024
Q2 | $464K | Buy |
16,595
+368
| +2% | +$10.3K | 0.42% | 78 |
|
|
2024
Q1 | $450K | Buy |
16,227
+1,523
| +10% | +$42.3K | 0.53% | 62 |
|
|
2023
Q4 | $423K | Sell |
14,704
-2,484
| -14% | -$71.5K | 0.52% | 51 |
|
|
2023
Q3 | $570K | Buy |
17,188
+5,503
| +47% | +$183K | 0.67% | 40 |
|
|
2023
Q2 | $429K | Sell |
11,685
-2,025
| -15% | -$74.3K | 0.5% | 50 |
|
|
2023
Q1 | $559K | Buy |
13,710
+2,981
| +28% | +$122K | 0.53% | 52 |
|
|
2022
Q4 | $550K | Buy |
10,729
+84
| +0.8% | +$4.3K | 0.45% | 45 |
|
|
2022
Q3 | $466K | Buy |
10,645
+92
| +0.9% | +$4.03K | 0.39% | 44 |
|
|
2022
Q2 | $553K | Buy |
10,553
+57
| +0.5% | +$2.99K | 0.45% | 41 |
|
|
2022
Q1 | $543K | Sell |
10,496
-381
| -4% | -$19.7K | 0.32% | 55 |
|
|
2021
Q4 | $642K | Sell |
10,877
-448
| -4% | -$26.4K | 0.24% | 77 |
|
|
2021
Q3 | $487K | Buy |
11,325
+2,105
| +23% | +$90.5K | 0.19% | 88 |
|
|
2021
Q2 | $361K | Buy |
9,220
+2,139
| +30% | +$83.8K | 0.13% | 122 |
|
|
2021
Q1 | $257K | Sell |
7,081
-4,511
| -39% | -$164K | 0.1% | 151 |
|
|
2020
Q4 | $427K | Sell |
11,592
-1,193
| -9% | -$43.9K | 0.17% | 94 |
|
|
2020
Q3 | $445K | Sell |
12,785
-5,389
| -30% | -$188K | 0.21% | 77 |
|
|
2020
Q2 | $564K | Buy |
18,174
+2,576
| +17% | +$79.9K | 0.27% | 64 |
|
|
2020
Q1 | $483K | Sell |
15,598
-1,571
| -9% | -$48.6K | 0.34% | 18 |
|
|
2019
Q4 | $638K | Sell |
17,169
-546
| -3% | -$20.3K | 0.33% | 44 |
|
|
2019
Q3 | $604K | Buy |
17,715
+201
| +1% | +$6.85K | 0.31% | 35 |
|
|
2019
Q2 | $604K | Buy |
17,514
+3,059
| +21% | +$105K | 0.29% | 34 |
|
|
2019
Q1 | $582K | Sell |
14,455
-214
| -1% | -$8.62K | 0.2% | 31 |
|
|
2018
Q4 | $607K | Buy |
+14,669
| New | +$607K | 0.22% | 23 |
|