Hamilton Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $263K | Sell |
9,094
-3,192
| -26% | -$92.4K | 0.06% | 85 |
|
2024
Q2 | $344K | Sell |
12,286
-8,180
| -40% | -$229K | 0.09% | 67 |
|
2024
Q1 | $568K | Sell |
20,466
-227,193
| -92% | -$6.3M | 0.18% | 54 |
|
2023
Q4 | $7.13M | Buy |
+247,659
| New | +$7.13M | 2.24% | 15 |
|
2021
Q3 | – | Sell |
-7,063
| Closed | -$277K | – | 50 |
|
2021
Q2 | $277K | Sell |
7,063
-98,706
| -93% | -$3.87M | 0.13% | 45 |
|
2021
Q1 | $3.83M | Sell |
105,769
-36,868
| -26% | -$1.34M | 1.86% | 18 |
|
2020
Q4 | $5.25M | Sell |
142,637
-5,149
| -3% | -$190K | 2.69% | 16 |
|
2020
Q3 | $5.15M | Buy |
147,786
+2,453
| +2% | +$85.4K | 2.88% | 13 |
|
2020
Q2 | $4.51M | Buy |
145,333
+2,273
| +2% | +$70.5K | 2.69% | 16 |
|
2020
Q1 | $4.43M | Buy |
143,060
+42,136
| +42% | +$1.3M | 3.31% | 13 |
|
2019
Q4 | $3.75M | Buy |
+100,924
| New | +$3.75M | 2.54% | 17 |
|
2019
Q1 | – | Sell |
-4,898
| Closed | -$203K | – | 52 |
|
2018
Q4 | $203K | Buy |
+4,898
| New | +$203K | 0.2% | 49 |
|