REDW Wealth’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 |
-6,176
| Closed | -$252K | – | 148 |
|
|
2023
Q1 | $252K | Buy |
6,176
+324
| +6% | +$13.2K | 0.08% | 118 |
|
|
2022
Q4 | $300K | Buy |
5,852
+136
| +2% | +$6.97K | 0.1% | 102 |
|
|
2022
Q3 | $250K | Buy |
5,716
+89
| +2% | +$3.89K | 0.1% | 100 |
|
|
2022
Q2 | $295K | Buy |
5,627
+8
| +0.1% | +$419 | 0.11% | 91 |
|
|
2022
Q1 | $291K | Buy |
5,619
+1,108
| +25% | +$57.4K | 0.09% | 94 |
|
|
2021
Q4 | $266K | Buy |
+4,511
| New | +$266K | 0.08% | 98 |
|
|
2019
Q2 | – | Sell |
-5,005
| Closed | -$202K | – | 88 |
|
|
2019
Q1 | $202K | Buy |
5,005
+7
| +0.1% | +$283 | 0.12% | 82 |
|
|
2018
Q4 | $207K | Sell |
4,998
-1,379
| -22% | -$57.1K | 0.14% | 74 |
|
|
2018
Q3 | $267K | Buy |
6,377
+8
| +0.1% | +$335 | 0.18% | 64 |
|
|
2018
Q2 | $219K | Buy |
6,369
+9
| +0.1% | +$309 | 0.16% | 72 |
|
|
2018
Q1 | $214K | Sell |
6,360
-782
| -11% | -$26.3K | 0.16% | 73 |
|
|
2017
Q4 | $245K | Sell |
7,142
-403
| -5% | -$13.8K | 0.19% | 64 |
|
|
2017
Q3 | $256K | Sell |
7,545
-281
| -4% | -$9.53K | 0.21% | 62 |
|
|
2017
Q2 | $249K | Sell |
7,826
-198
| -2% | -$6.3K | 0.24% | 61 |
|
|
2017
Q1 | $260K | Sell |
8,024
-354
| -4% | -$11.5K | 0.26% | 57 |
|
|
2016
Q4 | $258K | Buy |
+8,378
| New | +$258K | 0.29% | 52 |
|