Madison Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.33M | Sell |
40,160
-1,963
| -5% | -$65.1K | 0.28% | 89 |
|
|
2023
Q2 | $1.55M | Sell |
42,123
-687
| -2% | -$25.2K | 0.31% | 82 |
|
|
2023
Q1 | $1.75M | Buy |
42,810
+262
| +0.6% | +$10.7K | 0.38% | 78 |
|
|
2022
Q4 | $2.18M | Buy |
42,548
+784
| +2% | +$40.2K | 0.5% | 64 |
|
|
2022
Q3 | $1.83M | Buy |
41,764
+1,378
| +3% | +$60.3K | 0.45% | 66 |
|
|
2022
Q2 | $2.12M | Buy |
40,386
+1,181
| +3% | +$61.9K | 0.51% | 58 |
|
|
2022
Q1 | $2.03M | Buy |
39,205
+683
| +2% | +$35.3K | 0.43% | 62 |
|
|
2021
Q4 | $2.28M | Buy |
38,522
+2,047
| +6% | +$121K | 0.46% | 60 |
|
|
2021
Q3 | $1.57M | Buy |
36,475
+2,971
| +9% | +$128K | 0.34% | 67 |
|
|
2021
Q2 | $1.31M | Buy |
33,504
+1,643
| +5% | +$64.3K | 0.29% | 76 |
|
|
2021
Q1 | $1.15M | Buy |
31,861
+1,302
| +4% | +$47.2K | 0.28% | 79 |
|
|
2020
Q4 | $1.13M | Buy |
30,559
+20
| +0.1% | +$736 | 0.3% | 72 |
|
|
2020
Q3 | $1.06M | Sell |
30,539
-196
| -0.6% | -$6.82K | 0.32% | 65 |
|
|
2020
Q2 | $954K | Buy |
30,735
+1,054
| +4% | +$32.7K | 0.31% | 65 |
|
|
2020
Q1 | $919K | Sell |
29,681
-1,918
| -6% | -$59.4K | 0.37% | 58 |
|
|
2019
Q4 | $1.18M | Buy |
+31,599
| New | +$1.18M | 0.34% | 61 |
|