Prosperity Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,487
| Closed | -$208K | – | 190 |
|
|
2024
Q1 | $208K | Sell |
7,487
-167
| -2% | -$4.63K | 0.1% | 144 |
|
|
2023
Q4 | $220K | Buy |
7,654
+57
| +0.8% | +$1.64K | 0.14% | 119 |
|
|
2023
Q3 | $252K | Buy |
7,597
+615
| +9% | +$20.4K | 0.16% | 105 |
|
|
2023
Q2 | $256K | Buy |
6,982
+132
| +2% | +$4.84K | 0.17% | 101 |
|
|
2023
Q1 | $279K | Buy |
6,850
+2,466
| +56% | +$101K | 0.22% | 82 |
|
|
2022
Q4 | $225K | Buy |
+4,384
| New | +$225K | 0.21% | 95 |
|