Parisi Gray 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 |
-7,156
| Closed | -$200K | – | 114 |
|
|
2024
Q2 | $200K | Sell |
7,156
-586
| -8% | -$16.4K | 0.07% | 106 |
|
|
2024
Q1 | $215K | Sell |
7,742
-314
| -4% | -$8.71K | 0.08% | 100 |
|
|
2023
Q4 | $232K | Sell |
8,056
-678
| -8% | -$19.5K | 0.09% | 94 |
|
|
2023
Q3 | $290K | Sell |
8,734
-155
| -2% | -$5.14K | 0.13% | 85 |
|
|
2023
Q2 | $363K | Buy |
8,889
+331
| +4% | +$13.5K | 0.17% | 75 |
|
|
2023
Q1 | $349K | Sell |
8,558
-400
| -4% | -$16.3K | 0.22% | 64 |
|
|
2022
Q4 | $459K | Buy |
8,958
+670
| +8% | +$34.3K | 0.23% | 70 |
|
|
2022
Q3 | $363K | Sell |
8,288
-264
| -3% | -$11.6K | 0.28% | 59 |
|
|
2022
Q2 | $448K | Buy |
8,552
+47
| +0.6% | +$2.46K | 0.23% | 70 |
|
|
2022
Q1 | $440K | Sell |
8,505
-2
| -0% | -$103 | 0.18% | 83 |
|
|
2021
Q4 | $502K | Buy |
8,507
+221
| +3% | +$13K | 0.19% | 83 |
|
|
2021
Q3 | $356K | Buy |
8,286
+56
| +0.7% | +$2.41K | 0.15% | 98 |
|
|
2021
Q2 | $322K | Buy |
8,230
+66
| +0.8% | +$2.58K | 0.12% | 106 |
|
|
2021
Q1 | $296K | Sell |
8,164
-468
| -5% | -$17K | 0.12% | 104 |
|
|
2020
Q4 | $318K | Sell |
8,632
-2,262
| -21% | -$83.3K | 0.14% | 99 |
|
|
2020
Q3 | $379K | Buy |
10,894
+2,079
| +24% | +$72.3K | 0.2% | 79 |
|
|
2020
Q2 | $273K | Sell |
8,815
-126
| -1% | -$3.9K | 0.16% | 93 |
|
|
2020
Q1 | $277K | Sell |
8,941
-907
| -9% | -$28.1K | 0.2% | 83 |
|
|
2019
Q4 | $366K | Sell |
9,848
-795
| -7% | -$29.5K | 0.21% | 76 |
|
|
2019
Q3 | $363K | Buy |
10,643
+880
| +9% | +$30K | 0.24% | 75 |
|
|
2019
Q2 | $401K | Sell |
9,763
-154
| -2% | -$6.33K | 0.27% | 72 |
|
|
2019
Q1 | $400K | Buy |
9,917
+574
| +6% | +$23.2K | 0.26% | 73 |
|
|
2018
Q4 | $381K | Buy |
9,343
+210
| +2% | +$8.56K | 0.26% | 73 |
|
|
2018
Q3 | $380K | Sell |
9,133
-1,058
| -10% | -$44K | 0.23% | 82 |
|
|
2018
Q2 | $359K | Sell |
10,191
-445
| -4% | -$15.7K | 0.24% | 84 |
|
|
2018
Q1 | $343K | Sell |
10,636
-314
| -3% | -$10.1K | 0.26% | 80 |
|
|
2017
Q4 | $379K | Buy |
+10,950
| New | +$379K | 0.28% | 78 |
|