Okabena Investment Services’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 |
-18,766
| Closed | -$543K | – | 120 |
|
|
2024
Q3 | $543K | Buy |
18,766
+5
| +0% | +$145 | 0.15% | 87 |
|
|
2024
Q2 | $525K | Buy |
+18,761
| New | +$525K | 0.17% | 85 |
|
|
2023
Q2 | – | Sell |
-4,282
| Closed | -$175K | – | 217 |
|
|
2023
Q1 | $175K | Sell |
4,282
-102
| -2% | -$4.16K | 0.12% | 68 |
|
|
2022
Q4 | $225K | Sell |
4,384
-4,141
| -49% | -$212K | 0.15% | 83 |
|
|
2022
Q3 | $373K | Buy |
8,525
+4,139
| +94% | +$181K | 0.18% | 84 |
|
|
2022
Q2 | $230K | Hold |
4,386
| – | – | 0.12% | 88 |
|
|
2022
Q1 | $227K | Hold |
4,386
| – | – | 0.1% | 98 |
|
|
2021
Q4 | $259K | Hold |
4,386
| – | – | 0.1% | 97 |
|
|
2021
Q3 | $189K | Hold |
4,386
| – | – | 0.1% | 82 |
|
|
2021
Q2 | $172K | Buy |
+4,386
| New | +$172K | 0.08% | 77 |
|