Madison Wealth Partners’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 |
-6,381
| Closed | -$212K | – | 118 |
|
|
2023
Q3 | $212K | Sell |
6,381
-31
| -0.5% | -$1.03K | 0.11% | 88 |
|
|
2023
Q2 | $235K | Sell |
6,412
-552
| -8% | -$20.2K | 0.11% | 83 |
|
|
2023
Q1 | $284K | Sell |
6,964
-283
| -4% | -$11.5K | 0.14% | 67 |
|
|
2022
Q4 | $371K | Sell |
7,247
-770
| -10% | -$39.5K | 0.22% | 53 |
|
|
2022
Q3 | $351K | Buy |
8,017
+121
| +2% | +$5.3K | 0.23% | 48 |
|
|
2022
Q2 | $414K | Buy |
7,896
+11
| +0.1% | +$577 | 0.26% | 42 |
|
|
2022
Q1 | $408K | Sell |
7,885
-297
| -4% | -$15.4K | 0.23% | 44 |
|
|
2021
Q4 | $483K | Buy |
8,182
+444
| +6% | +$26.2K | 0.24% | 37 |
|
|
2021
Q3 | $333K | Buy |
7,738
+389
| +5% | +$16.7K | 0.19% | 47 |
|
|
2021
Q2 | $288K | Buy |
+7,349
| New | +$288K | 0.16% | 50 |
|