Oak Family Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,016
| Closed | -$211K | – | 125 |
|
|
2022
Q2 | $211K | Hold |
4,016
| – | – | 0.11% | 117 |
|
|
2022
Q1 | $208K | Sell |
4,016
-1,725
| -30% | -$89.3K | 0.08% | 132 |
|
|
2021
Q4 | $339K | Sell |
5,741
-795
| -12% | -$46.9K | 0.13% | 107 |
|
|
2021
Q3 | $281K | Sell |
6,536
-800
| -11% | -$34.4K | 0.1% | 118 |
|
|
2021
Q2 | $287K | Sell |
7,336
-27,318
| -79% | -$1.07M | 0.12% | 82 |
|
|
2021
Q1 | $1.26M | Sell |
34,654
-989
| -3% | -$35.8K | 0.55% | 37 |
|
|
2020
Q4 | $1.31M | Buy |
+35,643
| New | +$1.31M | 0.68% | 36 |
|