Northstar Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-55,801
| Closed | -$1.61M | – | 111 |
|
2024
Q3 | $1.61M | Buy |
55,801
+47,490
| +571% | +$1.37M | 0.84% | 40 |
|
2024
Q2 | $233K | Buy |
+8,311
| New | +$233K | 0.13% | 90 |
|
2022
Q3 | – | Sell |
-6,559
| Closed | -$344K | – | 92 |
|
2022
Q2 | $344K | Sell |
6,559
-118
| -2% | -$6.19K | 0.26% | 55 |
|
2022
Q1 | $346K | Buy |
6,677
+53
| +0.8% | +$2.75K | 0.22% | 84 |
|
2021
Q4 | $391K | Buy |
+6,624
| New | +$391K | 0.23% | 74 |
|