Peterson Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,148
| Closed | -$519K | – | 63 |
|
|
2023
Q2 | $519K | Sell |
14,148
-1,281
| -8% | -$47K | 0.41% | 45 |
|
|
2023
Q1 | $630K | Sell |
15,429
-50
| -0.3% | -$2.04K | 0.6% | 39 |
|
|
2022
Q4 | $793K | Sell |
15,479
-197
| -1% | -$10.1K | 0.81% | 33 |
|
|
2022
Q3 | $686K | Buy |
15,676
+1,039
| +7% | +$45.5K | 0.64% | 40 |
|
|
2022
Q2 | $767K | Buy |
14,637
+3,616
| +33% | +$189K | 0.99% | 31 |
|
|
2022
Q1 | $571K | Buy |
+11,021
| New | +$571K | 0.38% | 51 |
|