Marshall Financial Group (Maryland)’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 |
-11,330
| Closed | -$314K | – | 186 |
|
|
2024
Q1 | $314K | Sell |
11,330
-473
| -4% | -$13.1K | 0.09% | 148 |
|
|
2023
Q4 | $340K | Sell |
11,803
-450
| -4% | -$13K | 0.11% | 142 |
|
|
2023
Q3 | $406K | Sell |
12,253
-57
| -0.5% | -$1.89K | 0.15% | 132 |
|
|
2023
Q2 | $452K | Sell |
12,310
-139
| -1% | -$5.1K | 0.15% | 129 |
|
|
2023
Q1 | $508K | Sell |
12,449
-71
| -0.6% | -$2.9K | 0.18% | 131 |
|
|
2022
Q4 | $642K | Sell |
12,520
-629
| -5% | -$32.2K | 0.25% | 119 |
|
|
2022
Q3 | $575K | Hold |
13,149
| – | – | 0.24% | 124 |
|
|
2022
Q2 | $689K | Sell |
13,149
-69
| -0.5% | -$3.62K | 0.28% | 122 |
|
|
2022
Q1 | $684K | Sell |
13,218
-3,580
| -21% | -$185K | 0.28% | 132 |
|
|
2021
Q4 | $992K | Sell |
16,798
-749
| -4% | -$44.2K | 0.37% | 99 |
|
|
2021
Q3 | $755K | Sell |
17,547
-88
| -0.5% | -$3.79K | 0.39% | 91 |
|
|
2021
Q2 | $691K | Sell |
17,635
-37
| -0.2% | -$1.45K | 0.37% | 94 |
|
|
2021
Q1 | $640K | Buy |
17,672
+5,229
| +42% | +$189K | 0.38% | 88 |
|
|
2020
Q4 | $458K | Buy |
+12,443
| New | +$458K | 0.3% | 94 |
|