RVW Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,919
| Closed | -$200K | – | 156 |
|
2024
Q3 | $200K | Sell |
6,919
-383
| -5% | -$11.1K | 0.02% | 151 |
|
2024
Q2 | $204K | Buy |
+7,302
| New | +$204K | 0.02% | 144 |
|
2023
Q4 | – | Sell |
-2,619
| Closed | -$86.9K | – | 301 |
|
2023
Q3 | $86.9K | Buy |
+2,619
| New | +$86.9K | 0.01% | 184 |
|
2023
Q1 | – | Sell |
-5,109
| Closed | -$262K | – | 167 |
|
2022
Q4 | $262K | Buy |
+5,109
| New | +$262K | 0.03% | 133 |
|
2022
Q3 | – | Sell |
-3,925
| Closed | -$206K | – | 131 |
|
2022
Q2 | $206K | Sell |
3,925
-54
| -1% | -$2.83K | 0.03% | 122 |
|
2022
Q1 | $206K | Buy |
3,979
+457
| +13% | +$23.7K | 0.02% | 129 |
|
2021
Q4 | $208K | Buy |
+3,522
| New | +$208K | 0.02% | 126 |
|