Independent Wealth Network’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,168
| Closed | -$235K | – | 235 |
|
|
2023
Q4 | $235K | Buy |
8,168
+236
| +3% | +$6.79K | 0.12% | 178 |
|
|
2023
Q3 | $263K | Buy |
7,932
+69
| +0.9% | +$2.29K | 0.16% | 153 |
|
|
2023
Q2 | $288K | Buy |
7,863
+58
| +0.7% | +$2.13K | 0.17% | 154 |
|
|
2023
Q1 | $318K | Buy |
7,805
+426
| +6% | +$17.4K | 0.2% | 128 |
|
|
2022
Q4 | $378K | Buy |
7,379
+317
| +4% | +$16.2K | 0.26% | 96 |
|
|
2022
Q3 | $309K | Sell |
7,062
-189
| -3% | -$8.27K | 0.24% | 115 |
|
|
2022
Q2 | $380K | Sell |
7,251
-617
| -8% | -$32.3K | 0.27% | 98 |
|
|
2022
Q1 | $407K | Buy |
7,868
+76
| +1% | +$3.93K | 0.26% | 105 |
|
|
2021
Q4 | $460K | Sell |
7,792
-1,127
| -13% | -$66.5K | 0.28% | 97 |
|
|
2021
Q3 | $400K | Buy |
+8,919
| New | +$400K | 0.26% | 110 |
|