Morton Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,165
| Closed | -$204K | – | 99 |
|
|
2023
Q3 | $204K | Sell |
6,165
-1,000
| -14% | -$33.2K | 0.07% | 87 |
|
|
2023
Q2 | $263K | Sell |
7,165
-248
| -3% | -$9.1K | 0.09% | 76 |
|
|
2023
Q1 | $302K | Buy |
7,413
+248
| +3% | +$10.1K | 0.11% | 69 |
|
|
2022
Q4 | $367K | Hold |
7,165
| – | – | 0.14% | 60 |
|
|
2022
Q3 | $314K | Sell |
7,165
-755
| -10% | -$33K | 0.14% | 62 |
|
|
2022
Q2 | $415K | Sell |
7,920
-45
| -0.6% | -$2.36K | 0.18% | 53 |
|
|
2022
Q1 | $412K | Sell |
7,965
-955
| -11% | -$49.4K | 0.17% | 53 |
|
|
2021
Q4 | $527K | Buy |
+8,920
| New | +$527K | 0.21% | 46 |
|