LifePro Asset Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $848K | Buy |
+29,291
| New | +$848K | 0.52% | 56 |
|
2023
Q2 | – | Sell |
-13,052
| Closed | -$669K | – | 125 |
|
2023
Q1 | $669K | Hold |
13,052
| – | – | 0.49% | 46 |
|
2022
Q4 | $669K | Sell |
13,052
-847
| -6% | -$43.4K | 0.49% | 45 |
|
2022
Q3 | $608K | Sell |
13,899
-368
| -3% | -$16.1K | 0.35% | 32 |
|
2022
Q2 | $748K | Buy |
14,267
+2,662
| +23% | +$140K | 0.39% | 49 |
|
2022
Q1 | $601K | Buy |
11,605
+1,673
| +17% | +$86.6K | 0.22% | 66 |
|
2021
Q4 | $586K | Buy |
+9,932
| New | +$586K | 0.17% | 60 |
|