Kelly Financial Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,644
| Closed | -$102K | – | 572 |
|
|
2024
Q2 | $102K | Buy |
3,644
+343
| +10% | +$9.6K | 0.04% | 151 |
|
|
2024
Q1 | $91.6K | Buy |
3,301
+200
| +6% | +$5.55K | 0.04% | 157 |
|
|
2023
Q4 | $89.3K | Buy |
3,101
+35
| +1% | +$1.01K | 0.04% | 152 |
|
|
2023
Q3 | $102K | Sell |
3,066
-108
| -3% | -$3.58K | 0.05% | 123 |
|
|
2023
Q2 | $116K | Sell |
3,174
-359
| -10% | -$13.2K | 0.06% | 113 |
|
|
2023
Q1 | $144K | Sell |
3,533
-224
| -6% | -$9.14K | 0.07% | 93 |
|
|
2022
Q4 | $192K | Buy |
3,757
+690
| +22% | +$35.4K | 0.1% | 86 |
|
|
2022
Q3 | $134K | Buy |
3,067
+19
| +0.6% | +$832 | 0.08% | 94 |
|
|
2022
Q2 | $160K | Buy |
3,048
+17
| +0.6% | +$891 | 0.08% | 89 |
|
|
2022
Q1 | $157K | Sell |
3,031
-388
| -11% | -$20.1K | 0.07% | 96 |
|
|
2021
Q4 | $202K | Sell |
3,419
-481
| -12% | -$28.4K | 0.09% | 78 |
|
|
2021
Q3 | $168K | Sell |
3,900
-123,269
| -97% | -$5.3M | 0.09% | 74 |
|
|
2021
Q2 | $3.25M | Buy |
127,169
+124,081
| +4,018% | +$3.17M | 0.13% | 52 |
|
|
2021
Q1 | $112K | Sell |
3,088
-305
| -9% | -$11.1K | 0.07% | 78 |
|
|
2020
Q4 | $125K | Buy |
3,393
+286
| +9% | +$10.5K | 0.09% | 58 |
|
|
2020
Q3 | $108K | Buy |
3,107
+368
| +13% | +$12.8K | 0.08% | 51 |
|
|
2020
Q2 | $85K | Sell |
2,739
-18
| -0.7% | -$559 | 0.07% | 58 |
|
|
2020
Q1 | $85.4K | Buy |
2,757
+149
| +6% | +$4.62K | 0.11% | 49 |
|
|
2019
Q4 | $96.9K | Sell |
2,608
-324
| -11% | -$12K | 0.07% | 51 |
|
|
2019
Q3 | $100K | Buy |
2,932
+273
| +10% | +$9.31K | 0.09% | 48 |
|
|
2019
Q2 | $109K | Buy |
2,659
+18
| +0.7% | +$740 | 0.1% | 43 |
|
|
2019
Q1 | $106K | Buy |
+2,641
| New | +$106K | 0.12% | 41 |
|