Householder Group Estate & Retirement Specialist’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80K | Sell |
3,015
-4,278
| -59% | -$114K | 0.06% | 174 |
|
|
2024
Q3 | $211K | Sell |
7,293
-1,744
| -19% | -$50.5K | 0.06% | 238 |
|
|
2024
Q2 | $252K | Sell |
9,037
-680
| -7% | -$19K | 0.07% | 214 |
|
|
2024
Q1 | $270K | Buy |
9,717
+399
| +4% | +$11.1K | 0.08% | 200 |
|
|
2023
Q4 | $268K | Buy |
9,318
+150
| +2% | +$4.31K | 0.09% | 203 |
|
|
2023
Q3 | $304K | Buy |
+9,168
| New | +$304K | 0.11% | 161 |
|
|
2023
Q1 | $412K | Buy |
+10,097
| New | +$412K | 0.16% | 123 |
|
|
2022
Q4 | – | Sell |
-9,468
| Closed | -$414K | – | 875 |
|
|
2022
Q3 | $414K | Buy |
9,468
+2
| +0% | +$87 | 0.17% | 125 |
|
|
2022
Q2 | $496K | Buy |
9,466
+986
| +12% | +$51.7K | 0.22% | 110 |
|
|
2022
Q1 | $439K | Buy |
8,480
+506
| +6% | +$26.2K | 0.18% | 130 |
|
|
2021
Q4 | $471K | Buy |
+7,974
| New | +$471K | 0.18% | 131 |
|