Private Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,282
| Closed | -$636K | – | 188 |
|
|
2022
Q1 | $636K | Sell |
12,282
-68,943
| -85% | -$3.57M | 0.12% | 106 |
|
|
2021
Q4 | $4.8M | Buy |
81,225
+21,664
| +36% | +$1.28M | 0.9% | 28 |
|
|
2021
Q3 | $2.56M | Buy |
59,561
+8,139
| +16% | +$350K | 0.63% | 42 |
|
|
2021
Q2 | $2.01M | Buy |
51,422
+17,002
| +49% | +$666K | 0.51% | 45 |
|
|
2021
Q1 | $1.25M | Buy |
34,420
+13,498
| +65% | +$489K | 0.36% | 56 |
|
|
2020
Q4 | $770K | Buy |
20,922
+3,635
| +21% | +$134K | 0.25% | 65 |
|
|
2020
Q3 | $602K | Buy |
17,287
+1,562
| +10% | +$54.4K | 0.24% | 60 |
|
|
2020
Q2 | $488K | Buy |
+15,725
| New | +$488K | 0.2% | 73 |
|
|
2018
Q2 | – | Sell |
-64,391
| Closed | -$2.17M | – | 138 |
|
|
2018
Q1 | $2.17M | Buy |
+64,391
| New | +$2.17M | 1.34% | 30 |
|