NPPM
North Point Portfolio Managers’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,303
| Closed | -$559K | – | 86 |
|
|
2024
Q3 | $559K | Buy |
+19,303
| New | +$559K | 0.09% | 61 |
|
|
2022
Q3 | – | Sell |
-3,888
| Closed | -$204K | – | 74 |
|
|
2022
Q2 | $204K | Hold |
3,888
| – | – | 0.04% | 72 |
|
|
2022
Q1 | $201K | Hold |
3,888
| – | – | 0.03% | 75 |
|
|
2021
Q4 | $230K | Buy |
+3,888
| New | +$230K | 0.03% | 73 |
|
|
2019
Q3 | – | Sell |
-5,193
| Closed | -$225K | – | 79 |
|
|
2019
Q2 | $225K | Hold |
5,193
| – | – | 0.04% | 66 |
|
|
2019
Q1 | $221K | Hold |
5,193
| – | – | 0.04% | 66 |
|
|
2018
Q4 | $227K | Hold |
5,193
| – | – | 0.05% | 55 |
|
|
2018
Q3 | $229K | Buy |
+5,193
| New | +$229K | 0.04% | 67 |
|