HealthInvest Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-42,820
| Closed | -$1.23M | – | 48 |
|
|
2023
Q4 | $1.23M | Buy |
+42,820
| New | +$1.23M | 0.97% | 25 |
|
|
2022
Q4 | $62.5K | Buy |
+1,220
| New | +$62.5K | 0.12% | 17 |
|
|
2017
Q4 | $2.72M | Sell |
79,155
-111,935
| -59% | -$3.85M | 5.74% | 11 |
|
|
2017
Q3 | $6.47M | Sell |
191,090
-24,769
| -11% | -$839K | 7.56% | 7 |
|
|
2017
Q2 | $6.88M | Buy |
+215,859
| New | +$6.88M | 8.58% | 7 |
|
|
2015
Q4 | – | Sell |
-802,094
| Closed | -$23.9M | – | 16 |
|
|
2015
Q3 | $23.9M | Sell |
802,094
-89,590
| -10% | -$2.67M | 14.14% | 2 |
|
|
2015
Q2 | $28.4M | Buy |
891,684
+335,172
| +60% | +$10.7M | 14.49% | 1 |
|
|
2015
Q1 | $18.4M | Buy |
556,512
+66,402
| +14% | +$2.19M | 12.72% | 2 |
|
|
2014
Q4 | $14.5M | Buy |
+490,110
| New | +$14.5M | 11.98% | 1 |
|