IAP
Indie Asset Partners’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,101
| Closed | -$374K | – | 112 |
|
|
2024
Q4 | $374K | Sell |
14,101
-1,559
| -10% | -$41.4K | 0.29% | 56 |
|
|
2024
Q3 | $453K | Sell |
15,660
-283
| -2% | -$8.19K | 0.34% | 48 |
|
|
2024
Q2 | $446K | Sell |
15,943
-425
| -3% | -$11.9K | 0.36% | 43 |
|
|
2024
Q1 | $454K | Buy |
16,368
+204
| +1% | +$5.66K | 0.4% | 40 |
|
|
2023
Q4 | $465K | Buy |
16,164
+101
| +0.6% | +$2.91K | 0.42% | 34 |
|
|
2023
Q3 | $533K | Hold |
16,063
| – | – | 0.54% | 26 |
|
|
2023
Q2 | $589K | Hold |
16,063
| – | – | 0.64% | 25 |
|
|
2023
Q1 | $655K | Sell |
16,063
-2,625
| -14% | -$107K | 0.77% | 24 |
|
|
2022
Q4 | $958K | Hold |
18,688
| – | – | 1.05% | 12 |
|
|
2022
Q3 | $818K | Sell |
18,688
-370
| -2% | -$16.2K | 0.84% | 16 |
|
|
2022
Q2 | $999K | Sell |
19,058
-350
| -2% | -$18.3K | 0.88% | 14 |
|
|
2022
Q1 | $1.01M | Sell |
19,408
-780
| -4% | -$40.4K | 0.76% | 17 |
|
|
2021
Q4 | $1.19M | Sell |
20,188
-1,443
| -7% | -$85.2K | 0.87% | 15 |
|
|
2021
Q3 | $930K | Buy |
21,631
+1,405
| +7% | +$60.4K | 0.75% | 23 |
|
|
2021
Q2 | $792K | Sell |
20,226
-1,700
| -8% | -$66.6K | 0.64% | 25 |
|
|
2021
Q1 | $794K | Sell |
21,926
-1,435
| -6% | -$52K | 0.9% | 23 |
|
|
2020
Q4 | $860K | Sell |
23,361
-2,873
| -11% | -$106K | 1% | 20 |
|
|
2020
Q3 | $963K | Buy |
26,234
+2,294
| +10% | +$84.2K | 1.21% | 18 |
|
|
2020
Q2 | $919K | Buy |
23,940
+743
| +3% | +$28.5K | 1.15% | 17 |
|
|
2020
Q1 | $757K | Sell |
23,197
-235
| -1% | -$7.67K | 0.94% | 22 |
|
|
2019
Q4 | $918K | Buy |
+23,432
| New | +$918K | 0.98% | 22 |
|