Mezzasalma Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,957
| Closed | -$229K | – | 108 |
|
|
2023
Q4 | $229K | Sell |
7,957
-691
| -8% | -$19.9K | 0.12% | 87 |
|
|
2023
Q3 | $287K | Buy |
8,648
+337
| +4% | +$11.2K | 0.18% | 68 |
|
|
2023
Q2 | $305K | Buy |
8,311
+114
| +1% | +$4.18K | 0.18% | 66 |
|
|
2023
Q1 | $334K | Hold |
8,197
| – | – | 0.24% | 60 |
|
|
2022
Q4 | $420K | Sell |
8,197
-410
| -5% | -$21K | 0.37% | 47 |
|
|
2022
Q3 | $377K | Hold |
8,607
| – | – | 0.3% | 48 |
|
|
2022
Q2 | $451K | Buy |
8,607
+242
| +3% | +$12.7K | 0.38% | 41 |
|
|
2022
Q1 | $433K | Hold |
8,365
| – | – | 0.27% | 48 |
|
|
2021
Q4 | $494K | Buy |
8,365
+290
| +4% | +$17.1K | 0.27% | 49 |
|
|
2021
Q3 | $347K | Hold |
8,075
| – | – | 0.2% | 65 |
|
|
2021
Q2 | $316K | Sell |
8,075
-995
| -11% | -$38.9K | 0.17% | 71 |
|
|
2021
Q1 | $329K | Sell |
9,070
-60
| -0.7% | -$2.18K | 0.21% | 65 |
|
|
2020
Q4 | $336K | Buy |
+9,130
| New | +$336K | 0.22% | 62 |
|