PS
Planned Solutions’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,149
| Closed | -$62.2K | – | 481 |
|
|
2024
Q3 | $62.2K | Buy |
+2,149
| New | +$62.2K | 0.03% | 275 |
|
|
2024
Q2 | – | Sell |
-8,115
| Closed | -$225K | – | 107 |
|
|
2024
Q1 | $225K | Sell |
8,115
-93
| -1% | -$2.58K | 0.11% | 87 |
|
|
2023
Q4 | $236K | Buy |
8,208
+237
| +3% | +$6.82K | 0.11% | 71 |
|
|
2023
Q3 | $264K | Buy |
7,971
+1,405
| +21% | +$46.6K | 0.16% | 61 |
|
|
2023
Q2 | $241K | Buy |
6,566
+260
| +4% | +$9.54K | 0.14% | 65 |
|
|
2023
Q1 | $257K | Hold |
6,306
| – | – | 0.16% | 59 |
|
|
2022
Q4 | $323K | Buy |
6,306
+443
| +8% | +$22.7K | 0.24% | 44 |
|
|
2022
Q3 | $257K | Sell |
5,863
-200
| -3% | -$8.77K | 0.21% | 51 |
|
|
2022
Q2 | $318K | Buy |
6,063
+1,435
| +31% | +$75.3K | 0.3% | 41 |
|
|
2022
Q1 | $240K | Buy |
4,628
+433
| +10% | +$22.5K | 0.17% | 64 |
|
|
2021
Q4 | $248K | Buy |
+4,195
| New | +$248K | 0.17% | 66 |
|
|
2021
Q1 | – | Sell |
-4,120
| Closed | -$152K | – | 305 |
|
|
2020
Q4 | $152K | Buy |
4,120
+275
| +7% | +$10.1K | 0.12% | 68 |
|
|
2020
Q3 | $141K | Buy |
+3,845
| New | +$141K | 0.14% | 65 |
|