RE Dickinson Investment Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $166K | Buy |
625
+2
| +0.3% | +$531 | 0.01% | 145 |
|
|
2024
Q3 | $18K | Hold |
623
| – | – | 0.01% | 139 |
|
|
2024
Q2 | $17.4K | Hold |
623
| – | – | 0.01% | 133 |
|
|
2024
Q1 | $17K | Sell |
623
-1,251
| -67% | -$34.1K | 0.01% | 133 |
|
|
2023
Q4 | $54K | Sell |
1,874
-200
| -10% | -$5.76K | 0.04% | 80 |
|
|
2023
Q3 | $69K | Buy |
2,074
+144
| +7% | +$4.79K | 0.05% | 68 |
|
|
2023
Q2 | $71K | Buy |
1,930
+56
| +3% | +$2.06K | 0.03% | 138 |
|
|
2023
Q1 | $76K | Sell |
1,874
-269
| -13% | -$10.9K | 0.03% | 138 |
|
|
2022
Q4 | $110K | Hold |
2,143
| – | – | 0.05% | 103 |
|
|
2022
Q3 | $94K | Hold |
2,143
| – | – | 0.08% | 54 |
|
|
2022
Q2 | $112 | Hold |
2,143
| – | – | 0.02% | 51 |
|
|
2022
Q1 | $111K | Buy |
2,143
+269
| +14% | +$13.9K | 0.07% | 57 |
|
|
2021
Q4 | $111K | Buy |
+1,874
| New | +$111K | 0.08% | 53 |
|