O'Brien Wealth Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,842
| Closed | -$61.1K | – | 63 |
|
|
2023
Q3 | $61.1K | Sell |
1,842
-58
| -3% | -$1.92K | 0.02% | 50 |
|
|
2023
Q2 | $69.7K | Sell |
1,900
-58
| -3% | -$2.13K | 0.02% | 52 |
|
|
2023
Q1 | $79.9K | Sell |
1,958
-485
| -20% | -$19.8K | 0.03% | 53 |
|
|
2022
Q4 | $125K | Sell |
2,443
-452
| -16% | -$23.2K | 0.05% | 53 |
|
|
2022
Q3 | $127K | Buy |
2,895
+29
| +1% | +$1.27K | 0.05% | 52 |
|
|
2022
Q2 | $150K | Sell |
2,866
-107
| -4% | -$5.6K | 0.06% | 55 |
|
|
2022
Q1 | $145K | Buy |
2,973
+428
| +17% | +$20.9K | 0.06% | 47 |
|
|
2021
Q4 | $132K | Buy |
2,545
+571
| +29% | +$29.6K | 0.05% | 49 |
|
|
2021
Q3 | $84K | Buy |
+1,974
| New | +$84K | 0.03% | 43 |
|
|
2020
Q1 | – | Sell |
-5,497
| Closed | -$203K | – | 43 |
|
|
2019
Q4 | $203K | Buy |
+5,497
| New | +$203K | 0.15% | 42 |
|
|
2019
Q3 | – | Sell |
-5,659
| Closed | -$236K | – | 39 |
|
|
2019
Q2 | $236K | Sell |
5,659
-684
| -11% | -$28.5K | 0.17% | 36 |
|
|
2019
Q1 | $256K | Sell |
6,343
-3,395
| -35% | -$137K | 0.18% | 33 |
|
|
2018
Q4 | $389K | Hold |
9,738
| – | – | 0.27% | 24 |
|
|
2018
Q3 | $407K | Buy |
+9,738
| New | +$407K | 0.26% | 21 |
|
|
2018
Q2 | – | Sell |
-2,061
| Closed | -$69K | – | 156 |
|
|
2018
Q1 | $69K | Buy |
+2,061
| New | +$69K | 0.05% | 55 |
|