Keebeck Wealth 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 |
-13,748
| Closed | -$398K | – | 293 |
|
|
2024
Q3 | $398K | Buy |
13,748
+110
| +0.8% | +$3.18K | 0.06% | 188 |
|
|
2024
Q2 | $382K | Buy |
13,638
+323
| +2% | +$9.04K | 0.06% | 194 |
|
|
2024
Q1 | $369K | Buy |
+13,315
| New | +$369K | 0.05% | 213 |
|
|
2023
Q4 | – | Sell |
-6,119
| Closed | -$203K | – | 277 |
|
|
2023
Q3 | $203K | Sell |
6,119
-65
| -1% | -$2.16K | 0.04% | 247 |
|
|
2023
Q2 | $227K | Hold |
6,184
| – | – | 0.03% | 247 |
|
|
2023
Q1 | $252K | Hold |
6,184
| – | – | 0.04% | 223 |
|
|
2022
Q4 | $317K | Sell |
6,184
-30
| -0.5% | -$1.54K | 0.06% | 190 |
|
|
2022
Q3 | $272K | Sell |
6,214
-940
| -13% | -$41.1K | 0.05% | 199 |
|
|
2022
Q2 | $375K | Buy |
7,154
+1,182
| +20% | +$62K | 0.07% | 175 |
|
|
2022
Q1 | $309K | Hold |
5,972
| – | – | 0.05% | 197 |
|
|
2021
Q4 | $353K | Buy |
5,972
+544
| +10% | +$32.2K | 0.06% | 174 |
|
|
2021
Q3 | $233K | Sell |
5,428
-3,855
| -42% | -$165K | 0.05% | 193 |
|
|
2021
Q2 | $364K | Hold |
9,283
| – | – | 0.05% | 192 |
|
|
2021
Q1 | $336K | Hold |
9,283
| – | – | 0.05% | 190 |
|
|
2020
Q4 | $342K | Buy |
9,283
+2,624
| +39% | +$96.7K | 0.06% | 168 |
|
|
2020
Q3 | $231K | Buy |
6,659
+938
| +16% | +$32.5K | 0.05% | 171 |
|
|
2020
Q2 | $177K | Buy |
+5,721
| New | +$177K | 0.06% | 161 |
|
|
2020
Q1 | – | Sell |
-6,452
| Closed | -$239K | – | 280 |
|
|
2019
Q4 | $239K | Buy |
+6,452
| New | +$239K | 0.08% | 133 |
|