Ruggaard & Associates’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 |
-7,667
| Closed | -$213K | – | 119 |
|
|
2024
Q1 | $213K | Sell |
7,667
-4,033
| -34% | -$112K | 0.1% | 111 |
|
|
2023
Q4 | $337K | Sell |
11,700
-7,727
| -40% | -$222K | 0.18% | 79 |
|
|
2023
Q3 | $644K | Sell |
19,427
-700
| -3% | -$23.2K | 0.38% | 36 |
|
|
2023
Q2 | $738K | Sell |
20,127
-1,300
| -6% | -$47.7K | 0.43% | 27 |
|
|
2023
Q1 | $874K | Buy |
+21,427
| New | +$874K | 0.54% | 23 |
|