Menlo Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-48,560
| Closed | -$2.87M | – | 43 |
|
2021
Q4 | $2.87M | Sell |
48,560
-100
| -0.2% | -$5.9K | 1.43% | 27 |
|
2021
Q3 | $2.09M | Hold |
48,660
| – | – | 1.11% | 31 |
|
2021
Q2 | $1.91M | Hold |
48,660
| – | – | 1.03% | 31 |
|
2021
Q1 | $1.76M | Buy |
48,660
+40,745
| +515% | +$1.48M | 1.05% | 29 |
|
2020
Q4 | $291K | Buy |
+7,915
| New | +$291K | 0.19% | 37 |
|