PFA
Pathway Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,994
| Closed | -$205K | – | 135 |
|
|
2022
Q4 | $205K | Sell |
3,994
-2,408
| -38% | -$123K | 0.06% | 120 |
|
|
2022
Q3 | $280K | Buy |
6,402
+400
| +7% | +$17.5K | 0.1% | 98 |
|
|
2022
Q2 | $315K | Buy |
6,002
+1,051
| +21% | +$55.2K | 0.13% | 89 |
|
|
2022
Q1 | $256K | Buy |
4,951
+90
| +2% | +$4.65K | 0.1% | 117 |
|
|
2021
Q4 | $256K | Buy |
+4,861
| New | +$256K | 0.09% | 116 |
|
|
2021
Q1 | $541K | Sell |
13,489
-1,000
| -7% | -$40.1K | 0.21% | 54 |
|
|
2020
Q4 | $485K | Sell |
14,489
-3,042
| -17% | -$102K | 0.2% | 55 |
|
|
2020
Q3 | $638K | Buy |
17,531
+6,915
| +65% | +$252K | 0.25% | 39 |
|
|
2020
Q2 | $347K | Sell |
10,616
-2,515
| -19% | -$82.2K | 0.1% | 61 |
|
|
2020
Q1 | $442K | Hold |
13,131
| – | – | 0.15% | 45 |
|
|
2019
Q4 | $530K | Buy |
13,131
+5,200
| +66% | +$210K | 0.15% | 57 |
|
|
2019
Q3 | $294K | Hold |
7,931
| – | – | 0.08% | 74 |
|
|
2019
Q2 | $344K | Sell |
7,931
-117
| -1% | -$5.08K | 0.1% | 66 |
|
|
2019
Q1 | $342K | Buy |
8,048
+682
| +9% | +$29K | 0.11% | 67 |
|
|
2018
Q4 | $322K | Hold |
7,366
| – | – | 0.18% | 68 |
|
|
2018
Q3 | $320K | Hold |
7,366
| – | – | 0.18% | 69 |
|
|
2018
Q2 | $267K | Hold |
7,366
| – | – | 0.16% | 70 |
|
|
2018
Q1 | $261K | Buy |
7,366
+100
| +1% | +$3.54K | 0.15% | 67 |
|
|
2017
Q4 | $263K | Buy |
+7,266
| New | +$263K | 0.15% | 70 |
|