Gray 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
Q4 | $251K | Sell |
9,461
-1,531
| -14% | -$40.6K | 0.1% | 111 |
|
|
2024
Q3 | $318K | Buy |
10,992
+419
| +4% | +$12.1K | 0.13% | 95 |
|
|
2024
Q2 | $296K | Buy |
10,573
+2,306
| +28% | +$64.5K | 0.13% | 97 |
|
|
2024
Q1 | $229K | Buy |
+8,267
| New | +$229K | 0.1% | 124 |
|
|
2023
Q4 | – | Sell |
-6,457
| Closed | -$214K | – | 135 |
|
|
2023
Q3 | $214K | Sell |
6,457
-284
| -4% | -$9.42K | 0.11% | 119 |
|
|
2023
Q2 | $247K | Buy |
6,741
+232
| +4% | +$8.51K | 0.12% | 104 |
|
|
2023
Q1 | $266K | Sell |
6,509
-977
| -13% | -$39.9K | 0.14% | 100 |
|
|
2022
Q4 | $384K | Buy |
7,486
+320
| +4% | +$16.4K | 0.22% | 68 |
|
|
2022
Q3 | $314K | Buy |
7,166
+254
| +4% | +$11.1K | 0.2% | 75 |
|
|
2022
Q2 | $362K | Buy |
6,912
+614
| +10% | +$32.2K | 0.22% | 73 |
|
|
2022
Q1 | $326K | Buy |
6,298
+173
| +3% | +$8.96K | 0.17% | 80 |
|
|
2021
Q4 | $362K | Buy |
6,125
+247
| +4% | +$14.6K | 0.18% | 78 |
|
|
2021
Q3 | $253K | Buy |
5,878
+375
| +7% | +$16.1K | 0.14% | 99 |
|
|
2021
Q2 | $216K | Sell |
5,503
-280
| -5% | -$11K | 0.12% | 111 |
|
|
2021
Q1 | $210K | Buy |
5,783
+174
| +3% | +$6.32K | 0.13% | 105 |
|
|
2020
Q4 | $207K | Buy |
+5,609
| New | +$207K | 0.14% | 104 |
|