Montis Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,339
| Closed | -$218K | – | 66 |
|
|
2023
Q1 | $218K | Hold |
5,339
| – | – | 0.17% | 55 |
|
|
2022
Q4 | $274K | Sell |
5,339
-96
| -2% | -$4.92K | 0.23% | 46 |
|
|
2022
Q3 | $238K | Sell |
5,435
-540
| -9% | -$23.6K | 0.23% | 48 |
|
|
2022
Q2 | $313K | Buy |
5,975
+149
| +3% | +$7.81K | 0.29% | 41 |
|
|
2022
Q1 | $302K | Hold |
5,826
| – | – | 0.24% | 44 |
|
|
2021
Q4 | $344K | Sell |
5,826
-131
| -2% | -$7.74K | 0.25% | 46 |
|
|
2021
Q3 | $253K | Sell |
5,957
-1,875
| -24% | -$79.6K | 0.22% | 52 |
|
|
2021
Q2 | $307K | Buy |
7,832
+235
| +3% | +$9.21K | 0.25% | 46 |
|
|
2021
Q1 | $276K | Sell |
7,597
-800
| -10% | -$29.1K | 0.26% | 49 |
|
|
2020
Q4 | $304K | Buy |
+8,397
| New | +$304K | 0.3% | 46 |
|