Pinnacle Family Advisors’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 |
-7,194
| Closed | -$264K | – | 99 |
|
|
2023
Q2 | $264K | Buy |
7,194
+1,370
| +24% | +$50.3K | 0.14% | 85 |
|
|
2023
Q1 | $238K | Buy |
5,824
+58
| +1% | +$2.37K | 0.14% | 88 |
|
|
2022
Q4 | $295K | Sell |
5,766
-12
| -0.2% | -$615 | 0.21% | 76 |
|
|
2022
Q3 | $253K | Buy |
5,778
+244
| +4% | +$10.7K | 0.22% | 73 |
|
|
2022
Q2 | $290K | Buy |
5,534
+992
| +22% | +$52K | 0.24% | 71 |
|
|
2022
Q1 | $235K | Sell |
4,542
-1,131
| -20% | -$58.5K | 0.13% | 106 |
|
|
2021
Q4 | $335K | Sell |
5,673
-784
| -12% | -$46.3K | 0.15% | 80 |
|
|
2021
Q3 | $278K | Buy |
+6,457
| New | +$278K | 0.12% | 107 |
|
|
2021
Q1 | – | Sell |
-24,841
| Closed | -$914K | – | 140 |
|
|
2020
Q4 | $914K | Buy |
24,841
+18,301
| +280% | +$673K | 0.56% | 41 |
|
|
2020
Q3 | $228K | Buy |
+6,540
| New | +$228K | 0.15% | 68 |
|
|
2018
Q1 | – | Sell |
-6,511
| Closed | -$224K | – | 74 |
|
|
2017
Q4 | $224K | Sell |
6,511
-124
| -2% | -$4.27K | 0.1% | 65 |
|
|
2017
Q3 | $225K | Buy |
+6,635
| New | +$225K | 0.11% | 68 |
|
|
2017
Q2 | – | Sell |
-6,238
| Closed | -$202K | – | 78 |
|
|
2017
Q1 | $202K | Buy |
+6,238
| New | +$202K | 0.13% | 59 |
|