ICA Group Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $239K | Sell |
8,545
-15,987
| -65% | -$447K | 0.14% | 91 |
|
2024
Q1 | $681K | Sell |
24,532
-2,769
| -10% | -$76.8K | 0.14% | 141 |
|
2023
Q4 | $786K | Buy |
27,301
+4,281
| +19% | +$123K | 0.18% | 110 |
|
2023
Q3 | $764K | Buy |
23,020
+1,171
| +5% | +$38.9K | 0.21% | 97 |
|
2023
Q2 | $801K | Sell |
21,849
-21,023
| -49% | -$771K | 0.2% | 96 |
|
2023
Q1 | $1.75M | Sell |
42,872
-495
| -1% | -$20.2K | 0.42% | 53 |
|
2022
Q4 | $2.22M | Sell |
43,367
-32,549
| -43% | -$1.67M | 0.52% | 41 |
|
2022
Q3 | $3.32M | Buy |
75,916
+2,646
| +4% | +$116K | 0.71% | 30 |
|
2022
Q2 | $3.6M | Sell |
73,270
-1,739
| -2% | -$85.5K | 0.67% | 32 |
|
2022
Q1 | $4M | Buy |
+75,009
| New | +$4M | 0.76% | 30 |
|