Lindenwold Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,693
| Closed | -$463K | – | 115 |
|
|
2024
Q1 | $463K | Buy |
16,693
+7,787
| +87% | +$216K | 0.25% | 68 |
|
|
2023
Q4 | $256K | Sell |
8,906
-10,883
| -55% | -$313K | 0.15% | 101 |
|
|
2023
Q3 | $656K | Sell |
19,789
-220
| -1% | -$7.3K | 0.41% | 53 |
|
|
2023
Q2 | $734K | Sell |
20,009
-1,733
| -8% | -$63.6K | 0.45% | 55 |
|
|
2023
Q1 | $887K | Buy |
21,742
+292
| +1% | +$11.9K | 0.55% | 54 |
|
|
2022
Q4 | $1.1M | Buy |
21,450
+299
| +1% | +$15.3K | 0.74% | 51 |
|
|
2022
Q3 | $926K | Buy |
21,151
+216
| +1% | +$9.46K | 0.69% | 51 |
|
|
2022
Q2 | $1.1M | Buy |
20,935
+312
| +2% | +$16.4K | 0.78% | 47 |
|
|
2022
Q1 | $1.07M | Buy |
20,623
+972
| +5% | +$50.3K | 0.66% | 50 |
|
|
2021
Q4 | $1.16M | Buy |
+19,651
| New | +$1.16M | 0.68% | 49 |
|