Piedmont Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-11,567
| Closed | -$384K | – | 49 |
|
2023
Q3 | $384K | Buy |
11,567
+1,751
| +18% | +$58.1K | 0.31% | 37 |
|
2023
Q2 | $360K | Sell |
9,816
-1,576
| -14% | -$57.7K | 0.27% | 38 |
|
2023
Q1 | $460K | Sell |
11,392
-399
| -3% | -$16.1K | 0.37% | 38 |
|
2022
Q4 | $604K | Sell |
11,791
-86
| -0.7% | -$4.41K | 0.51% | 27 |
|
2022
Q3 | $525K | Sell |
11,877
-1,736
| -13% | -$76.7K | 0.47% | 26 |
|
2022
Q2 | $712K | Sell |
13,613
-1,174
| -8% | -$61.4K | 0.73% | 22 |
|
2022
Q1 | $769K | Sell |
14,787
-3,215
| -18% | -$167K | 0.58% | 25 |
|
2021
Q4 | $1.06M | Buy |
18,002
+147
| +0.8% | +$8.69K | 0.84% | 18 |
|
2021
Q3 | $768K | Sell |
17,855
-1,521
| -8% | -$65.4K | 0.61% | 23 |
|
2021
Q2 | $765K | Sell |
19,376
-3,572
| -16% | -$141K | 0.64% | 21 |
|
2021
Q1 | $829K | Buy |
22,948
+2,121
| +10% | +$76.6K | 0.78% | 20 |
|
2020
Q4 | $767K | Buy |
+20,827
| New | +$767K | 0.78% | 16 |
|