Kowal Investment Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $506K | Sell |
17,475
-1,359
| -7% | -$39.3K | 0.09% | 115 |
|
|
2024
Q2 | $527K | Buy |
18,834
+1,757
| +10% | +$49.2K | 0.11% | 102 |
|
|
2024
Q1 | $474K | Buy |
17,077
+6,045
| +55% | +$168K | 0.1% | 104 |
|
|
2023
Q4 | $318K | Sell |
11,032
-6,539
| -37% | -$188K | 0.07% | 121 |
|
|
2023
Q3 | $583K | Buy |
17,571
+1,413
| +9% | +$46.9K | 0.16% | 76 |
|
|
2023
Q2 | $593K | Buy |
16,158
+24
| +0.1% | +$880 | 0.16% | 70 |
|
|
2023
Q1 | $658K | Buy |
16,134
+1,987
| +14% | +$81.1K | 0.19% | 64 |
|
|
2022
Q4 | $725K | Sell |
14,147
-856
| -6% | -$43.9K | 0.22% | 64 |
|
|
2022
Q3 | $657K | Buy |
15,003
+1,878
| +14% | +$82.2K | 0.22% | 58 |
|
|
2022
Q2 | $688K | Buy |
13,125
+4,533
| +53% | +$238K | 0.23% | 51 |
|
|
2022
Q1 | $445K | Buy |
8,592
+2,972
| +53% | +$154K | 0.14% | 65 |
|
|
2021
Q4 | $332K | Buy |
5,620
+1,722
| +44% | +$102K | 0.1% | 73 |
|
|
2021
Q3 | $168K | Sell |
3,898
-1,522
| -28% | -$65.6K | 0.05% | 111 |
|
|
2021
Q2 | $212K | Sell |
5,420
-279
| -5% | -$10.9K | 0.08% | 97 |
|
|
2021
Q1 | $206K | Buy |
5,699
+288
| +5% | +$10.4K | 0.08% | 92 |
|
|
2020
Q4 | $201K | Buy |
+5,411
| New | +$201K | 0.09% | 86 |
|