Nikulski Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,730
| Closed | -$356K | – | 133 |
|
|
2024
Q2 | $356K | Sell |
12,730
-8,296
| -39% | -$232K | 0.11% | 98 |
|
|
2024
Q1 | $583K | Sell |
21,026
-11,048
| -34% | -$307K | 0.19% | 83 |
|
|
2023
Q4 | $923K | Sell |
32,074
-17,737
| -36% | -$511K | 0.34% | 75 |
|
|
2023
Q3 | $1.65M | Buy |
49,811
+8,662
| +21% | +$287K | 0.68% | 42 |
|
|
2023
Q2 | $1.51M | Buy |
41,149
+2,652
| +7% | +$97.3K | 0.62% | 43 |
|
|
2023
Q1 | $1.57M | Buy |
38,497
+1,564
| +4% | +$63.8K | 0.69% | 41 |
|
|
2022
Q4 | $1.89M | Buy |
36,933
+1,591
| +5% | +$81.5K | 0.9% | 36 |
|
|
2022
Q3 | $1.55M | Sell |
35,342
-118
| -0.3% | -$5.17K | 0.8% | 37 |
|
|
2022
Q2 | $1.86M | Sell |
35,460
-75
| -0.2% | -$3.93K | 0.92% | 35 |
|
|
2022
Q1 | $1.84M | Sell |
35,535
-326
| -0.9% | -$16.9K | 0.78% | 37 |
|
|
2021
Q4 | $2.12M | Buy |
35,861
+490
| +1% | +$28.9K | 0.89% | 35 |
|
|
2021
Q3 | $1.52M | Buy |
35,371
+620
| +2% | +$26.7K | 0.7% | 40 |
|
|
2021
Q2 | $1.43M | Buy |
34,751
+2,185
| +7% | +$89.6K | 0.66% | 41 |
|
|
2021
Q1 | $1.18M | Buy |
32,566
+295
| +0.9% | +$10.7K | 0.61% | 44 |
|
|
2020
Q4 | $1.19M | Buy |
32,271
+2,015
| +7% | +$74.2K | 0.65% | 41 |
|
|
2020
Q3 | $1.05M | Buy |
+30,256
| New | +$1.05M | 0.67% | 41 |
|