Maltin 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
Q4 | – | Sell |
-28,912
| Closed | -$959K | – | 122 |
|
|
2023
Q3 | $959K | Buy |
28,912
+1,355
| +5% | +$44.9K | 0.67% | 53 |
|
|
2023
Q2 | $1.01M | Sell |
27,557
-396
| -1% | -$14.5K | 0.71% | 48 |
|
|
2023
Q1 | $1.14M | Sell |
27,953
-154
| -0.5% | -$6.28K | 0.82% | 41 |
|
|
2022
Q4 | $1.44M | Sell |
28,107
-546
| -2% | -$28K | 1.05% | 34 |
|
|
2022
Q3 | $1.25M | Sell |
28,653
-632
| -2% | -$27.7K | 0.99% | 35 |
|
|
2022
Q2 | $1.54M | Buy |
29,285
+163
| +0.6% | +$8.54K | 1.11% | 33 |
|
|
2022
Q1 | $1.51M | Buy |
29,122
+2,028
| +7% | +$105K | 1% | 36 |
|
|
2021
Q4 | $1.6M | Buy |
27,094
+73
| +0.3% | +$4.31K | 0.96% | 36 |
|
|
2021
Q3 | $1.16M | Buy |
27,021
+153
| +0.6% | +$6.58K | 0.71% | 41 |
|
|
2021
Q2 | $1.05M | Buy |
26,868
+3,245
| +14% | +$127K | 0.64% | 43 |
|
|
2021
Q1 | $856K | Buy |
23,623
+8,689
| +58% | +$315K | 0.56% | 48 |
|
|
2020
Q4 | $550K | Sell |
14,934
-13,991
| -48% | -$515K | 0.39% | 59 |
|
|
2020
Q3 | $1.01M | Buy |
+28,925
| New | +$1.01M | 0.72% | 40 |
|
|
2020
Q1 | – | Sell |
-7,874
| Closed | -$293K | – | 111 |
|
|
2019
Q4 | $293K | Buy |
+7,874
| New | +$293K | 0.19% | 58 |
|