Landmark Financial Advisors’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 |
-6,976
| Closed | -$231K | – | 93 |
|
|
2023
Q3 | $231K | Buy |
6,976
+156
| +2% | +$5.18K | 0.09% | 83 |
|
|
2023
Q2 | $250K | Sell |
6,820
-755
| -10% | -$27.7K | 0.1% | 80 |
|
|
2023
Q1 | $309K | Buy |
7,575
+66
| +0.9% | +$2.69K | 0.14% | 67 |
|
|
2022
Q4 | $385K | Buy |
7,509
+460
| +7% | +$23.6K | 0.18% | 63 |
|
|
2022
Q3 | $308K | Buy |
7,049
+965
| +16% | +$42.2K | 0.16% | 65 |
|
|
2022
Q2 | $319K | Sell |
6,084
-164
| -3% | -$8.6K | 0.16% | 66 |
|
|
2022
Q1 | $306K | Buy |
6,248
+438
| +8% | +$21.5K | 0.15% | 70 |
|
|
2021
Q4 | $343K | Buy |
+5,810
| New | +$343K | 0.15% | 67 |
|
|
2021
Q3 | – | Sell |
-5,381
| Closed | -$211K | – | 74 |
|
|
2021
Q2 | $211K | Buy |
+5,381
| New | +$211K | 0.1% | 74 |
|
|
2021
Q1 | – | Sell |
-5,783
| Closed | -$218K | – | 69 |
|
|
2020
Q4 | $218K | Buy |
+5,783
| New | +$218K | 0.12% | 67 |
|