Kennedy Investment Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,819
| Closed | -$226K | – | 126 |
|
|
2023
Q3 | $226K | Sell |
6,819
-258
| -4% | -$8.56K | 0.14% | 103 |
|
|
2023
Q2 | $260K | Buy |
7,077
+840
| +13% | +$30.8K | 0.15% | 98 |
|
|
2023
Q1 | $254K | Sell |
6,237
-1,834
| -23% | -$74.8K | 0.16% | 98 |
|
|
2022
Q4 | $414K | Buy |
+8,071
| New | +$414K | 0.26% | 85 |
|