Monument Capital Management’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 |
-8,497
| Closed | -$245K | – | 195 |
|
|
2023
Q4 | $245K | Sell |
8,497
-3,180
| -27% | -$91.6K | 0.08% | 161 |
|
|
2023
Q3 | $387K | Sell |
11,677
-7,528
| -39% | -$250K | 0.13% | 122 |
|
|
2023
Q2 | $704K | Buy |
19,205
+6,937
| +57% | +$254K | 0.22% | 85 |
|
|
2023
Q1 | $501K | Sell |
12,268
-10,244
| -46% | -$418K | 0.17% | 98 |
|
|
2022
Q4 | $1.15M | Buy |
22,512
+6,220
| +38% | +$319K | 0.39% | 71 |
|
|
2022
Q3 | $713K | Sell |
16,292
-4,540
| -22% | -$199K | 0.27% | 84 |
|
|
2022
Q2 | $1.09M | Buy |
20,832
+7,186
| +53% | +$377K | 0.41% | 67 |
|
|
2022
Q1 | $706K | Buy |
13,646
+361
| +3% | +$18.7K | 0.23% | 88 |
|
|
2021
Q4 | $785K | Buy |
13,285
+2,201
| +20% | +$130K | 0.24% | 90 |
|
|
2021
Q3 | $477K | Buy |
11,084
+1,934
| +21% | +$83.2K | 0.16% | 107 |
|
|
2021
Q2 | $358K | Buy |
9,150
+3,534
| +63% | +$138K | 0.12% | 108 |
|
|
2021
Q1 | $203K | Sell |
5,616
-58,187
| -91% | -$2.1M | 0.08% | 107 |
|
|
2020
Q4 | $2.35M | Sell |
63,803
-1,605
| -2% | -$59.1K | 1.09% | 48 |
|
|
2020
Q3 | $2.28M | Buy |
65,408
+424
| +0.7% | +$14.8K | 1.2% | 39 |
|
|
2020
Q2 | $2.02M | Sell |
64,984
-3,081
| -5% | -$95.6K | 1.19% | 39 |
|
|
2020
Q1 | $2.11M | Sell |
68,065
-607
| -0.9% | -$18.8K | 1.52% | 29 |
|
|
2019
Q4 | $2.55M | Buy |
68,672
+2,320
| +3% | +$86.3K | 1.3% | 30 |
|
|
2019
Q3 | $2.26M | Buy |
66,352
+126
| +0.2% | +$4.3K | 1.23% | 39 |
|
|
2019
Q2 | $2.75M | Buy |
66,226
+1,116
| +2% | +$46.3K | 1.48% | 16 |
|
|
2019
Q1 | $2.62M | Sell |
65,110
-1,525
| -2% | -$61.5K | 1.49% | 19 |
|
|
2018
Q4 | $2.76M | Sell |
66,635
-615
| -0.9% | -$25.5K | 1.72% | 8 |
|
|
2018
Q3 | $2.81M | Buy |
67,250
+5,175
| +8% | +$216K | 1.58% | 9 |
|
|
2018
Q2 | $2.14M | Sell |
62,075
-1,952
| -3% | -$67.2K | 1.48% | 18 |
|
|
2018
Q1 | $2.13M | Buy |
64,027
+3,184
| +5% | +$106K | 1.46% | 26 |
|
|
2017
Q4 | $2.09M | Buy |
+60,843
| New | +$2.09M | 1.47% | 22 |
|