O'Donnell Financial Services’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 |
-6,053
| Closed | -$201K | – | 38 |
|
2023
Q3 | $201K | Hold |
6,053
| – | – | 0.11% | 29 |
|
2023
Q2 | $222K | Sell |
6,053
-58
| -0.9% | -$2.13K | 0.13% | 23 |
|
2023
Q1 | $249K | Buy |
6,111
+44
| +0.7% | +$1.8K | 0.44% | 13 |
|
2022
Q4 | $311K | Sell |
6,067
-168
| -3% | -$8.61K | 2.85% | 11 |
|
2022
Q3 | $273K | Sell |
6,235
-66
| -1% | -$2.89K | 0.95% | 18 |
|
2022
Q2 | $331K | Sell |
6,301
-15
| -0.2% | -$788 | 0.27% | 23 |
|
2022
Q1 | $327K | Buy |
6,316
+37
| +0.6% | +$1.92K | 0.15% | 30 |
|
2021
Q4 | $341K | Buy |
6,279
+1,201
| +24% | +$65.2K | 0.16% | 33 |
|
2021
Q3 | $218K | Buy |
+5,078
| New | +$218K | 0.1% | 45 |
|