Peterson Financial Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.5K | Buy |
+363
| New | +$10.5K | 0.04% | 203 |
|
|
2023
Q1 | – | Sell |
-22,782
| Closed | -$1.17M | – | 60 |
|
|
2022
Q4 | $1.17M | Sell |
22,782
-12,304
| -35% | -$630K | 1.54% | 25 |
|
|
2022
Q3 | $1.54M | Buy |
35,086
+2,494
| +8% | +$109K | 1.49% | 24 |
|
|
2022
Q2 | $1.71M | Buy |
32,592
+1,919
| +6% | +$101K | 1.61% | 25 |
|
|
2022
Q1 | $1.59M | Sell |
30,673
-1,389
| -4% | -$71.9K | 1.32% | 33 |
|
|
2021
Q4 | $1.89M | Buy |
+32,062
| New | +$1.89M | 1.54% | 23 |
|