RE Dickinson Investment Advisors’s Pfizer PFE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$166K	Buy	625 +2	+0.3%	+$54	0.01%	145
2024 Q3	$18K	Hold	623	–	–	0.01%	139
2024 Q2	$17.4K	Hold	623	–	–	0.01%	134
2024 Q1	$17K	Sell	623 -1,251	-67%	-$34.7K	0.01%	133
2023 Q4	$54K	Sell	1,874 -200	-10%	-$6.05K	0.04%	80
2023 Q3	$69K	Buy	2,074 +144	+7%	+$5.09K	0.05%	68
2023 Q2	$71K	Buy	1,930 +56	+3%	+$2.18K	0.03%	138
2023 Q1	$76K	Sell	1,874 -269	-13%	-$11.6K	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%	+$14K	0.07%	57
2021 Q4	$111K	Buy	+1,874	New	+$92.8K	0.08%	53