Private Portfolio Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.3M | Buy |
48,873
+17,907
| +58% | +$475K | 0.24% | 72 |
|
2024
Q3 | $896K | Buy |
+30,966
| New | +$896K | 0.17% | 104 |
|
2024
Q2 | – | Sell |
-22,619
| Closed | -$628K | – | 209 |
|
2024
Q1 | $628K | Buy |
22,619
+5,207
| +30% | +$144K | 0.13% | 130 |
|
2023
Q4 | $501K | Sell |
17,412
-447
| -3% | -$12.9K | 0.12% | 143 |
|
2023
Q3 | $592K | Buy |
17,859
+239
| +1% | +$7.93K | 0.15% | 111 |
|
2023
Q2 | $646K | Buy |
17,620
+702
| +4% | +$25.7K | 0.17% | 100 |
|
2023
Q1 | $690K | Sell |
16,918
-457
| -3% | -$18.6K | 0.19% | 91 |
|
2022
Q4 | $890K | Sell |
17,375
-1,508
| -8% | -$77.3K | 0.23% | 84 |
|
2022
Q3 | $826K | Sell |
18,883
-691
| -4% | -$30.2K | 0.24% | 89 |
|
2022
Q2 | $1.03M | Sell |
19,574
-1,409
| -7% | -$73.9K | 0.29% | 76 |
|
2022
Q1 | $1.09M | Buy |
20,983
+1,613
| +8% | +$83.5K | 0.27% | 79 |
|
2021
Q4 | $1.14M | Buy |
19,370
+177
| +0.9% | +$10.5K | 0.29% | 75 |
|
2021
Q3 | $826K | Buy |
19,193
+4,622
| +32% | +$199K | 0.24% | 93 |
|
2021
Q2 | $571K | Buy |
14,571
+1,823
| +14% | +$71.4K | 0.17% | 119 |
|
2021
Q1 | $462K | Sell |
12,748
-122
| -0.9% | -$4.42K | 0.15% | 129 |
|
2020
Q4 | $474K | Sell |
12,870
-7,494
| -37% | -$276K | 0.17% | 119 |
|
2020
Q3 | $709K | Buy |
20,364
+11,566
| +131% | +$403K | 0.29% | 82 |
|
2020
Q2 | $273K | Sell |
8,798
-3,902
| -31% | -$121K | 0.13% | 150 |
|
2020
Q1 | $393K | Buy |
12,700
+735
| +6% | +$22.7K | 0.21% | 115 |
|
2019
Q4 | $445K | Sell |
11,965
-594
| -5% | -$22.1K | 0.19% | 115 |
|
2019
Q3 | $428K | Sell |
12,559
-10,305
| -45% | -$351K | 0.2% | 114 |
|
2019
Q2 | $939K | Buy |
22,864
+2,188
| +11% | +$89.9K | 0.4% | 71 |
|
2019
Q1 | $833K | Buy |
20,676
+705
| +4% | +$28.4K | 0.44% | 60 |
|
2018
Q4 | $827K | Buy |
+19,971
| New | +$827K | 0.51% | 57 |
|