HIM
Hotaling Investment Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.67M | Buy |
71,697
+75
| +0.1% | +$3.84K | 1.66% | 18 |
|
|
2022
Q3 | $3.13M | Sell |
71,622
-26,711
| -27% | -$1.17M | 1.5% | 20 |
|
|
2022
Q2 | $5.16M | Buy |
98,333
+30,246
| +44% | +$1.59M | 2.24% | 7 |
|
|
2022
Q1 | $3.53M | Sell |
68,087
-27,717
| -29% | -$1.43M | 1.35% | 18 |
|
|
2021
Q4 | $5.66M | Buy |
95,804
+60,231
| +169% | +$3.56M | 1.96% | 9 |
|
|
2021
Q3 | $1.53M | Sell |
35,573
-720
| -2% | -$31K | 0.64% | 57 |
|
|
2021
Q2 | $1.42M | Buy |
36,293
+1,697
| +5% | +$66.4K | 0.58% | 64 |
|
|
2021
Q1 | $1.25M | Sell |
34,596
-439
| -1% | -$15.9K | 0.56% | 58 |
|
|
2020
Q4 | $1.29M | Buy |
35,035
+1,176
| +3% | +$43.3K | 0.6% | 57 |
|
|
2020
Q3 | $1.24M | Buy |
33,859
+2,942
| +10% | +$108K | 0.67% | 50 |
|
|
2020
Q2 | $1.01M | Buy |
30,917
+3,458
| +13% | +$113K | 0.58% | 58 |
|
|
2020
Q1 | $896K | Buy |
27,459
+220
| +0.8% | +$7.18K | 0.67% | 53 |
|
|
2019
Q4 | $1.07M | Buy |
27,239
+2,035
| +8% | +$79.7K | 0.61% | 59 |
|
|
2019
Q3 | $906K | Buy |
25,204
+10
| +0% | +$359 | 0.58% | 58 |
|
|
2019
Q2 | $1.09M | Sell |
25,194
-372
| -1% | -$16.1K | 0.7% | 55 |
|
|
2019
Q1 | $1.09M | Buy |
25,566
+10,355
| +68% | +$440K | 0.73% | 54 |
|
|
2018
Q4 | $664K | Buy |
+15,211
| New | +$664K | 0.54% | 64 |
|