Granite Bay Wealth Management’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 |
-7,394
| Closed | -$205K | – | 78 |
|
|
2024
Q1 | $205K | Sell |
7,394
-457,021
| -98% | -$12.7M | 0.12% | 75 |
|
|
2023
Q4 | $14M | Buy |
464,415
+357
| +0.1% | +$10.8K | 0.13% | 69 |
|
|
2023
Q3 | $16.4M | Buy |
+464,058
| New | +$16.4M | 0.16% | 65 |
|
|
2023
Q2 | – | Sell |
-8,286
| Closed | -$338K | – | 65 |
|
|
2023
Q1 | $338K | Sell |
8,286
-160
| -2% | -$6.53K | 0.24% | 52 |
|
|
2022
Q4 | $433K | Buy |
8,446
+3,655
| +76% | +$187K | 0.28% | 39 |
|
|
2022
Q3 | $210K | Sell |
4,791
-300
| -6% | -$13.2K | 0.17% | 56 |
|
|
2022
Q2 | $267K | Buy |
5,091
+120
| +2% | +$6.29K | 0.21% | 45 |
|
|
2022
Q1 | $257K | Hold |
4,971
| – | – | 0.21% | 52 |
|
|
2021
Q4 | $294K | Buy |
+4,971
| New | +$294K | 0.29% | 45 |
|