Heritage Wealth Management (Arizona)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $194K | Buy |
3,781
+1,998
| +112% | +$102K | 0.03% | 335 |
|
|
2022
Q3 | $78K | Sell |
1,783
-35
| -2% | -$1.53K | 0.03% | 353 |
|
|
2022
Q2 | $95.3K | Sell |
1,818
-296
| -14% | -$15.5K | 0.03% | 342 |
|
|
2022
Q1 | $109K | Buy |
+2,114
| New | +$109K | 0.03% | 358 |
|
|
2021
Q3 | $244K | Hold |
5,667
| – | – | 0.09% | 181 |
|
|
2021
Q2 | $222K | Sell |
5,667
-1,547
| -21% | -$60.6K | 0.08% | 205 |
|
|
2021
Q1 | $261K | Buy |
+7,214
| New | +$261K | 0.15% | 119 |
|