IAM Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,264
| Closed | -$268K | – | 106 |
|
|
2024
Q3 | $268K | Sell |
9,264
-853
| -8% | -$24.7K | 0.07% | 89 |
|
|
2024
Q2 | $283K | Buy |
10,117
+252
| +3% | +$7.05K | 0.08% | 83 |
|
|
2024
Q1 | $274K | Buy |
9,865
+146
| +2% | +$4.05K | 0.08% | 87 |
|
|
2023
Q4 | $280K | Sell |
9,719
-994
| -9% | -$28.6K | 0.09% | 77 |
|
|
2023
Q3 | $355K | Sell |
10,713
-37,554
| -78% | -$1.25M | 0.12% | 71 |
|
|
2023
Q2 | $1.77M | Buy |
48,267
+2,643
| +6% | +$96.9K | 0.6% | 21 |
|
|
2023
Q1 | $1.86M | Buy |
45,624
+1,158
| +3% | +$47.2K | 0.64% | 18 |
|
|
2022
Q4 | $2.28M | Sell |
44,466
-711
| -2% | -$36.4K | 0.84% | 17 |
|
|
2022
Q3 | $1.98M | Buy |
45,177
+1,952
| +5% | +$85.4K | 0.84% | 17 |
|
|
2022
Q2 | $2.27M | Buy |
43,225
+1,011
| +2% | +$53K | 0.93% | 17 |
|
|
2022
Q1 | $2.19M | Buy |
42,214
+2,897
| +7% | +$150K | 0.89% | 14 |
|
|
2021
Q4 | $2.21M | Sell |
39,317
-9,867
| -20% | -$555K | 0.87% | 14 |
|
|
2021
Q3 | $2.07M | Buy |
+49,184
| New | +$2.07M | 0.88% | 13 |
|
|
2021
Q2 | – | Sell |
-46,814
| Closed | -$1.87M | – | 84 |
|
|
2021
Q1 | $1.87M | Sell |
46,814
-521
| -1% | -$20.8K | 0.81% | 13 |
|
|
2020
Q4 | $1.65M | Buy |
+47,335
| New | +$1.65M | 0.83% | 11 |
|