Heron Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $518K | Buy |
14,110
+215
| +2% | +$7.89K | 0.28% | 81 |
|
|
2023
Q1 | $567K | Sell |
13,895
-570
| -4% | -$23.3K | 0.31% | 73 |
|
|
2022
Q4 | $718K | Sell |
14,465
-690
| -5% | -$34.3K | 0.48% | 46 |
|
|
2022
Q3 | $663K | Buy |
15,155
+480
| +3% | +$21K | 0.41% | 54 |
|
|
2022
Q2 | $769K | Sell |
14,675
-3,705
| -20% | -$194K | 0.47% | 47 |
|
|
2022
Q1 | $952K | Buy |
18,380
+2,528
| +16% | +$131K | 0.5% | 43 |
|
|
2021
Q4 | $841K | Sell |
15,852
-782
| -5% | -$41.5K | 0.45% | 49 |
|
|
2021
Q3 | $715K | Sell |
16,634
-1,043
| -6% | -$44.8K | 0.4% | 52 |
|
|
2021
Q2 | $692K | Buy |
17,677
+825
| +5% | +$32.3K | 0.4% | 57 |
|
|
2021
Q1 | $612K | Sell |
16,852
-45
| -0.3% | -$1.63K | 0.37% | 61 |
|
|
2020
Q4 | $626K | Sell |
16,897
-949
| -5% | -$35.2K | 0.43% | 58 |
|
|
2020
Q3 | $622K | Sell |
17,846
-1,934
| -10% | -$67.4K | 0.5% | 49 |
|
|
2020
Q2 | $635K | Sell |
19,780
-1,263
| -6% | -$40.5K | 0.57% | 44 |
|
|
2020
Q1 | $728K | Sell |
21,043
-802
| -4% | -$27.7K | 0.75% | 34 |
|
|
2019
Q4 | $789K | Buy |
+21,845
| New | +$789K | 0.65% | 40 |
|