Oxinas Partners Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,231
| Closed | -$202K | – | 125 |
|
|
2024
Q2 | $202K | Sell |
7,231
-2,123
| -23% | -$59.4K | 0.13% | 117 |
|
|
2024
Q1 | $260K | Sell |
9,354
-879
| -9% | -$24.4K | 0.17% | 104 |
|
|
2023
Q4 | $295K | Sell |
10,233
-1,152
| -10% | -$33.2K | 0.21% | 84 |
|
|
2023
Q3 | $378K | Sell |
11,385
-512
| -4% | -$17K | 0.28% | 68 |
|
|
2023
Q2 | $436K | Buy |
11,897
+6,084
| +105% | +$223K | 0.29% | 71 |
|
|
2023
Q1 | $237K | Sell |
5,813
-503
| -8% | -$20.5K | 0.17% | 93 |
|
|
2022
Q4 | $324K | Sell |
6,316
-106
| -2% | -$5.43K | 0.27% | 66 |
|
|
2022
Q3 | $281K | Buy |
6,422
+58
| +0.9% | +$2.54K | 0.23% | 72 |
|
|
2022
Q2 | $334K | Buy |
6,364
+33
| +0.5% | +$1.73K | 0.25% | 75 |
|
|
2022
Q1 | $328K | Sell |
6,331
-17
| -0.3% | -$881 | 0.21% | 79 |
|
|
2021
Q4 | $375K | Sell |
6,348
-369
| -5% | -$21.8K | 0.21% | 99 |
|
|
2021
Q3 | $289K | Sell |
6,717
-78
| -1% | -$3.36K | 0.17% | 119 |
|
|
2021
Q2 | $266K | Sell |
6,795
-1,612
| -19% | -$63.1K | 0.15% | 126 |
|
|
2021
Q1 | $305K | Sell |
8,407
-224
| -3% | -$8.13K | 0.19% | 107 |
|
|
2020
Q4 | $318K | Buy |
+8,631
| New | +$318K | 0.24% | 87 |
|