IPG Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,922
| Closed | -$1.12M | – | 208 |
|
|
2021
Q4 | $1.12M | Buy |
+18,922
| New | +$1.12M | 0.2% | 68 |
|
|
2021
Q2 | – | Sell |
-8,613
| Closed | -$312K | – | 207 |
|
|
2021
Q1 | $312K | Buy |
+8,613
| New | +$312K | 0.06% | 147 |
|
|
2020
Q4 | – | Sell |
-10,937
| Closed | -$381K | – | 187 |
|
|
2020
Q3 | $381K | Buy |
+10,937
| New | +$381K | 0.11% | 97 |
|
|
2018
Q4 | – | Sell |
-10,273
| Closed | -$430K | – | 173 |
|
|
2018
Q3 | $430K | Buy |
10,273
+1,661
| +19% | +$69.5K | 0.14% | 94 |
|
|
2018
Q2 | $296K | Hold |
8,612
| – | – | 0.1% | 114 |
|
|
2018
Q1 | $290K | Buy |
8,612
+2,108
| +32% | +$71K | 0.09% | 113 |
|
|
2017
Q4 | $224K | Buy |
6,504
+527
| +9% | +$18.1K | 0.09% | 125 |
|
|
2017
Q3 | $202K | Buy |
+5,977
| New | +$202K | 0.07% | 126 |
|
|
2016
Q4 | – | Sell |
-7,795
| Closed | -$251K | – | 143 |
|
|
2016
Q3 | $251K | Sell |
7,795
-580
| -7% | -$18.6K | 0.11% | 95 |
|
|
2016
Q2 | $280K | Buy |
+8,375
| New | +$280K | 0.12% | 98 |
|