Joseph Group Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,229
| Closed | -$35.6K | – | 87 |
|
|
2024
Q3 | $35.6K | Buy |
1,229
+771
| +168% | +$22.3K | 0.01% | 72 |
|
|
2024
Q2 | $12.8K | Sell |
458
-750
| -62% | -$21K | 0.01% | 69 |
|
|
2024
Q1 | $33.5K | Sell |
1,208
-1,720
| -59% | -$47.7K | 0.02% | 70 |
|
|
2023
Q4 | $84.3K | Sell |
2,928
-58,387
| -95% | -$1.68M | 0.05% | 58 |
|
|
2023
Q3 | $2.03M | Buy |
61,315
+14,808
| +32% | +$491K | 1.46% | 11 |
|
|
2023
Q2 | $1.71M | Buy |
46,507
+9,656
| +26% | +$354K | 1.43% | 22 |
|
|
2023
Q1 | $1.5M | Buy |
36,851
+5,726
| +18% | +$234K | 1.32% | 21 |
|
|
2022
Q4 | $1.6M | Sell |
31,125
-443
| -1% | -$22.7K | 1.52% | 13 |
|
|
2022
Q3 | $1.38M | Buy |
31,568
+1,906
| +6% | +$83.4K | 1.51% | 15 |
|
|
2022
Q2 | $1.56M | Buy |
29,662
+397
| +1% | +$20.8K | 1.56% | 11 |
|
|
2022
Q1 | $1.52M | Buy |
29,265
+699
| +2% | +$36.2K | 1.53% | 15 |
|
|
2021
Q4 | $1.69M | Buy |
+28,566
| New | +$1.69M | 1.62% | 15 |
|