Great Point Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $398K | Hold |
|
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|
2021
Q4 | $454K | Hold |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $215K | Hold |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $332K | Buy |
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|
2019
Q1 | $313K | Hold |
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|
2018
Q4 | $322K | Buy |
|