MPS Loria Financial Planners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,395
| Closed | -$233K | – | 83 |
|
|
2024
Q1 | $233K | Sell |
8,395
-601
| -7% | -$16.7K | 0.08% | 75 |
|
|
2023
Q4 | $259K | Sell |
8,996
-308
| -3% | -$8.87K | 0.09% | 73 |
|
|
2023
Q3 | $309K | Sell |
9,304
-1,053
| -10% | -$34.9K | 0.12% | 56 |
|
|
2023
Q2 | $380K | Buy |
10,357
+27
| +0.3% | +$990 | 0.14% | 48 |
|
|
2023
Q1 | $421K | Buy |
10,330
+412
| +4% | +$16.8K | 0.17% | 44 |
|
|
2022
Q4 | $508K | Sell |
9,918
-377
| -4% | -$19.3K | 0.23% | 37 |
|
|
2022
Q3 | $450K | Buy |
10,295
+603
| +6% | +$26.4K | 0.17% | 39 |
|
|
2022
Q2 | $508K | Buy |
9,692
+178
| +2% | +$9.33K | 0.23% | 35 |
|
|
2022
Q1 | $492K | Buy |
9,514
+37
| +0.4% | +$1.91K | 0.21% | 43 |
|
|
2021
Q4 | $559K | Buy |
9,477
+250
| +3% | +$14.7K | 0.23% | 39 |
|
|
2021
Q3 | $396K | Buy |
9,227
+131
| +1% | +$5.62K | 0.18% | 45 |
|
|
2021
Q2 | $356K | Buy |
9,096
+1,097
| +14% | +$42.9K | 0.16% | 48 |
|
|
2021
Q1 | $289K | Buy |
7,999
+355
| +5% | +$12.8K | 0.13% | 62 |
|
|
2020
Q4 | $281K | Buy |
7,644
+633
| +9% | +$23.3K | 0.13% | 60 |
|
|
2020
Q3 | $244K | Buy |
7,011
+40
| +0.6% | +$1.39K | 0.13% | 63 |
|
|
2020
Q2 | $216K | Sell |
6,971
-2,933
| -30% | -$90.9K | 0.12% | 67 |
|
|
2020
Q1 | $306K | Buy |
9,904
+74
| +0.8% | +$2.29K | 0.24% | 41 |
|
|
2019
Q4 | $365K | Buy |
9,830
+169
| +2% | +$6.28K | 0.22% | 43 |
|
|
2019
Q3 | $329K | Buy |
9,661
+134
| +1% | +$4.56K | 0.21% | 45 |
|
|
2019
Q2 | $391K | Buy |
9,527
+54
| +0.6% | +$2.22K | 0.25% | 38 |
|
|
2019
Q1 | $382K | Sell |
9,473
-264
| -3% | -$10.6K | 0.25% | 38 |
|
|
2018
Q4 | $403K | Buy |
9,737
+49
| +0.5% | +$2.03K | 0.29% | 37 |
|
|
2018
Q3 | $405K | Sell |
9,688
-3,572
| -27% | -$149K | 0.25% | 37 |
|
|
2018
Q2 | $456K | Buy |
13,260
+74
| +0.6% | +$2.55K | 0.46% | 34 |
|
|
2018
Q1 | $444K | Buy |
13,186
+75
| +0.6% | +$2.53K | 0.31% | 35 |
|
|
2017
Q4 | $451K | Buy |
13,111
+69
| +0.5% | +$2.37K | 0.31% | 38 |
|
|
2017
Q3 | $442K | Buy |
13,042
+308
| +2% | +$10.4K | 0.32% | 38 |
|
|
2017
Q2 | $403K | Buy |
+12,734
| New | +$403K | 0.27% | 42 |
|