Kapstone Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,266
| Closed | -$229K | – | 113 |
|
|
2024
Q1 | $229K | Sell |
8,266
-1,583
| -16% | -$43.9K | 0.16% | 93 |
|
|
2023
Q4 | $271K | Sell |
9,849
-2,182
| -18% | -$59.9K | 0.21% | 85 |
|
|
2023
Q3 | $399K | Buy |
12,031
+139
| +1% | +$4.61K | 0.36% | 55 |
|
|
2023
Q2 | $423K | Buy |
11,892
+1,441
| +14% | +$51.3K | 0.35% | 58 |
|
|
2023
Q1 | $433K | Buy |
10,451
+647
| +7% | +$26.8K | 0.39% | 56 |
|
|
2022
Q4 | $435K | Buy |
+9,804
| New | +$435K | 0.4% | 56 |
|