Riverpoint Wealth Management Holdings’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,397
| Closed | -$345K | – | 54 |
|
|
2023
Q3 | $345K | Sell |
10,397
-783
| -7% | -$26K | 0.11% | 40 |
|
|
2023
Q2 | $410K | Buy |
11,180
+79
| +0.7% | +$2.9K | 0.13% | 34 |
|
|
2023
Q1 | $453K | Buy |
11,101
+104
| +0.9% | +$4.24K | 0.16% | 33 |
|
|
2022
Q4 | $563K | Buy |
10,997
+82
| +0.8% | +$4.2K | 0.21% | 28 |
|
|
2022
Q3 | $478K | Buy |
10,915
+64
| +0.6% | +$2.8K | 0.2% | 29 |
|
|
2022
Q2 | $569K | Sell |
10,851
-150
| -1% | -$7.87K | 0.23% | 26 |
|
|
2022
Q1 | $570K | Buy |
11,001
+87
| +0.8% | +$4.51K | 0.2% | 27 |
|
|
2021
Q4 | $644K | Buy |
10,914
+100
| +0.9% | +$5.9K | 0.22% | 27 |
|
|
2021
Q3 | $465K | Sell |
10,814
-1,950
| -15% | -$83.9K | 0.16% | 41 |
|
|
2021
Q2 | $500K | Buy |
12,764
+96
| +0.8% | +$3.76K | 0.14% | 58 |
|
|
2021
Q1 | $459K | Sell |
12,668
-1,491
| -11% | -$54K | 0.14% | 57 |
|
|
2020
Q4 | $521K | Buy |
14,159
+4
| +0% | +$147 | 0.16% | 52 |
|
|
2020
Q3 | $493K | Buy |
14,155
+88
| +0.6% | +$3.07K | 0.18% | 49 |
|
|
2020
Q2 | $436K | Buy |
+14,067
| New | +$436K | 0.17% | 49 |
|
|
2020
Q1 | – | Sell |
-6,242
| Closed | -$232K | – | 72 |
|
|
2019
Q4 | $232K | Buy |
+6,242
| New | +$232K | 0.09% | 70 |
|
|
2019
Q1 | – | Sell |
-6,494
| Closed | -$269K | – | 67 |
|
|
2018
Q4 | $269K | Sell |
6,494
-63
| -1% | -$2.61K | 0.15% | 55 |
|
|
2018
Q3 | $276K | Sell |
6,557
-98
| -1% | -$4.13K | 0.14% | 53 |
|
|
2018
Q2 | $229K | Buy |
+6,655
| New | +$229K | 0.13% | 53 |
|