SIA
Sage Investment Advisers’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $279K | Buy |
9,641
+884
| +10% | +$25.6K | 0.29% | 57 |
|
|
2024
Q2 | $245K | Buy |
8,757
+310
| +4% | +$8.67K | 0.28% | 58 |
|
|
2024
Q1 | $234K | Buy |
8,447
+1,109
| +15% | +$30.8K | 0.27% | 58 |
|
|
2023
Q4 | $211K | Buy |
+7,338
| New | +$211K | 0.26% | 63 |
|
|
2023
Q2 | – | Sell |
-5,216
| Closed | -$213K | – | 64 |
|
|
2023
Q1 | $213K | Sell |
5,216
-885
| -15% | -$36.1K | 0.28% | 56 |
|
|
2022
Q4 | $313K | Buy |
6,101
+11
| +0.2% | +$564 | 0.45% | 46 |
|
|
2022
Q3 | $266K | Buy |
6,090
+13
| +0.2% | +$568 | 0.42% | 52 |
|
|
2022
Q2 | $319K | Sell |
6,077
-1,694
| -22% | -$88.9K | 0.5% | 48 |
|
|
2022
Q1 | $402K | Buy |
7,771
+22
| +0.3% | +$1.14K | 0.53% | 48 |
|
|
2021
Q4 | $458K | Buy |
+7,749
| New | +$458K | 0.59% | 44 |
|