Johanson Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $505K | Buy |
8,550
+2,152
| +34% | +$127K | 0.15% | 86 |
|
|
2021
Q3 | $275K | Buy |
6,398
+202
| +3% | +$8.68K | 0.09% | 101 |
|
|
2021
Q2 | $248K | Buy |
6,196
+61
| +1% | +$2.44K | 0.08% | 105 |
|
|
2021
Q1 | $228K | Buy |
6,135
+345
| +6% | +$12.8K | 0.08% | 105 |
|
|
2020
Q4 | $213K | Buy |
+5,790
| New | +$213K | 0.09% | 104 |
|
|
2020
Q1 | – | Sell |
-228,571
| Closed | -$5.54M | – | 200 |
|
|
2019
Q4 | $5.54M | Buy |
+228,571
| New | +$5.54M | 0.26% | 60 |
|
|
2019
Q3 | – | Sell |
-6,276
| Closed | -$258K | – | 100 |
|
|
2019
Q2 | $258K | Buy |
6,276
+420
| +7% | +$17.3K | 0.14% | 87 |
|
|
2019
Q1 | $236K | Buy |
+5,856
| New | +$236K | 0.13% | 91 |
|