PFA
Paradigm Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $466K | Buy |
7,892
+5
| +0.1% | +$295 | 0.1% | 121 |
|
|
2021
Q3 | $339K | Buy |
7,887
+2,229
| +39% | +$95.8K | 0.08% | 149 |
|
|
2021
Q2 | $222K | Buy |
5,658
+5
| +0.1% | +$196 | 0.05% | 192 |
|
|
2021
Q1 | $205K | Buy |
5,653
+210
| +4% | +$7.62K | 0.05% | 184 |
|
|
2020
Q4 | $200K | Buy |
+5,443
| New | +$200K | 0.05% | 151 |
|
|
2020
Q1 | – | Sell |
-5,392
| Closed | -$211K | – | 126 |
|
|
2019
Q4 | $211K | Buy |
+5,392
| New | +$211K | 0.07% | 115 |
|
|
2019
Q3 | – | Sell |
-5,380
| Closed | -$233K | – | 126 |
|
|
2019
Q2 | $233K | Sell |
5,380
-545
| -9% | -$23.6K | 0.09% | 108 |
|
|
2019
Q1 | $252K | Buy |
5,925
+5
| +0.1% | +$213 | 0.1% | 97 |
|
|
2018
Q4 | $258K | Buy |
5,920
+4
| +0.1% | +$174 | 0.12% | 90 |
|
|
2018
Q3 | $260K | Sell |
5,916
-395
| -6% | -$17.4K | 0.1% | 99 |
|
|
2018
Q2 | $228K | Buy |
6,311
+6
| +0.1% | +$217 | 0.1% | 96 |
|
|
2018
Q1 | $223K | Buy |
6,305
+5
| +0.1% | +$177 | 0.1% | 100 |
|
|
2017
Q4 | $228K | Sell |
6,300
-1,221
| -16% | -$44.2K | 0.1% | 99 |
|
|
2017
Q3 | $268K | Buy |
7,521
+5
| +0.1% | +$178 | 0.13% | 88 |
|
|
2017
Q2 | $252K | Buy |
7,516
+6
| +0.1% | +$201 | 0.13% | 90 |
|
|
2017
Q1 | $256K | Buy |
7,510
+456
| +6% | +$15.5K | 0.13% | 90 |
|
|
2016
Q4 | $229K | Buy |
+7,054
| New | +$229K | 0.13% | 92 |
|
|
2016
Q3 | – | Sell |
-5,834
| Closed | -$205K | – | 93 |
|
|
2016
Q2 | $205K | Buy |
+5,834
| New | +$205K | 0.12% | 86 |
|
|
2015
Q4 | – | Sell |
-7,902
| Closed | -$248K | – | 88 |
|
|
2015
Q3 | $248K | Buy |
+7,902
| New | +$248K | 0.16% | 82 |
|
|
2014
Q2 | – | Sell |
-8,339
| Closed | -$268K | – | 177 |
|
|
2014
Q1 | $268K | Sell |
8,339
-3,263
| -28% | -$105K | 0.25% | 67 |
|
|
2013
Q4 | $355K | Buy |
+11,602
| New | +$355K | 0.35% | 60 |
|