Investment Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,626
| Closed | -$220K | – | 151 |
|
|
2023
Q3 | $220K | Buy |
6,626
+131
| +2% | +$4.35K | 0.11% | 127 |
|
|
2023
Q2 | $238K | Sell |
6,495
-106
| -2% | -$3.89K | 0.12% | 122 |
|
|
2023
Q1 | $269K | Buy |
6,601
+3
| +0% | +$122 | 0.15% | 109 |
|
|
2022
Q4 | $338K | Buy |
6,598
+3
| +0% | +$154 | 0.21% | 90 |
|
|
2022
Q3 | $289K | Buy |
6,595
+206
| +3% | +$9.03K | 0.2% | 90 |
|
|
2022
Q2 | $336K | Buy |
6,389
+314
| +5% | +$16.5K | 0.23% | 81 |
|
|
2022
Q1 | $315K | Sell |
6,075
-150
| -2% | -$7.78K | 0.19% | 92 |
|
|
2021
Q4 | $315K | Buy |
+6,225
| New | +$315K | 0.2% | 88 |
|