PRW Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,264
| Closed | -$205K | – | 103 |
|
|
2023
Q1 | $205K | Hold |
5,264
| – | – | 0.08% | 108 |
|
|
2022
Q4 | $270K | Hold |
5,264
| – | – | 0.12% | 49 |
|
|
2022
Q3 | $230K | Hold |
5,264
| – | – | 0.11% | 81 |
|
|
2022
Q2 | $276K | Hold |
5,264
| – | – | 0.16% | 68 |
|
|
2022
Q1 | $273K | Buy |
5,264
+885
| +20% | +$45.9K | 0.12% | 85 |
|
|
2021
Q4 | $258K | Buy |
+4,379
| New | +$258K | 0.12% | 80 |
|
|
2021
Q3 | – | Sell |
-10,907
| Closed | -$427K | – | 235 |
|
|
2021
Q2 | $427K | Buy |
+10,907
| New | +$427K | 0.13% | 172 |
|
|
2019
Q2 | – | Sell |
-2,163
| Closed | -$88K | – | 496 |
|
|
2019
Q1 | $88K | Sell |
2,163
-54
| -2% | -$2.2K | 0.08% | 89 |
|
|
2018
Q4 | $92K | Buy |
+2,217
| New | +$92K | 0.11% | 96 |
|