Redwood Financial Network’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 |
-7,753
| Closed | -$215K | – | 150 |
|
|
2024
Q1 | $215K | Sell |
7,753
-974
| -11% | -$27K | 0.19% | 135 |
|
|
2023
Q4 | $251K | Sell |
8,727
-647
| -7% | -$18.6K | 0.24% | 120 |
|
|
2023
Q3 | $311K | Sell |
9,374
-4,022
| -30% | -$133K | 0.33% | 98 |
|
|
2023
Q2 | $491K | Buy |
13,396
+593
| +5% | +$21.8K | 0.46% | 70 |
|
|
2023
Q1 | $522K | Buy |
12,803
+486
| +4% | +$19.8K | 0.53% | 66 |
|
|
2022
Q4 | $631K | Sell |
12,317
-23
| -0.2% | -$1.18K | 0.72% | 46 |
|
|
2022
Q3 | $540K | Buy |
12,340
+35
| +0.3% | +$1.53K | 0.62% | 56 |
|
|
2022
Q2 | $645K | Sell |
12,305
-824
| -6% | -$43.2K | 0.7% | 50 |
|
|
2022
Q1 | $680K | Buy |
+13,129
| New | +$680K | 0.63% | 53 |
|