Norwood Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $218K | Sell |
7,843
-10,573
| -57% | -$293K | 0.31% | 68 |
|
|
2023
Q4 | $530K | Sell |
18,416
-300
| -2% | -$8.64K | 0.8% | 28 |
|
|
2023
Q3 | $621K | Sell |
18,716
-85
| -0.5% | -$2.82K | 1% | 25 |
|
|
2023
Q2 | $690K | Buy |
18,801
+2,718
| +17% | +$99.7K | 1.03% | 24 |
|
|
2023
Q1 | $656K | Buy |
16,083
+1,795
| +13% | +$73.2K | 1.04% | 24 |
|
|
2022
Q4 | $732K | Buy |
14,288
+150
| +1% | +$7.69K | 1.15% | 20 |
|
|
2022
Q3 | $618K | Buy |
14,138
+100
| +0.7% | +$4.37K | 1.09% | 22 |
|
|
2022
Q2 | $736K | Hold |
14,038
| – | – | 1.25% | 19 |
|
|
2022
Q1 | $727K | Buy |
14,038
+750
| +6% | +$38.8K | 1.06% | 23 |
|
|
2021
Q4 | $784K | Buy |
+13,288
| New | +$784K | 1.09% | 21 |
|