Salvus Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,429
| Closed | -$676K | – | 106 |
|
|
2023
Q2 | $676K | Buy |
18,429
+488
| +3% | +$17.9K | 0.52% | 53 |
|
|
2023
Q1 | $732K | Buy |
17,941
+493
| +3% | +$20.1K | 0.59% | 48 |
|
|
2022
Q4 | $894K | Sell |
17,448
-1,054
| -6% | -$54K | 0.82% | 33 |
|
|
2022
Q3 | $810K | Buy |
18,502
+696
| +4% | +$30.5K | 0.77% | 35 |
|
|
2022
Q2 | $934K | Sell |
17,806
-79
| -0.4% | -$4.14K | 0.84% | 33 |
|
|
2022
Q1 | $926K | Sell |
17,885
-9,274
| -34% | -$480K | 0.71% | 36 |
|
|
2021
Q4 | $1.6M | Sell |
27,159
-108
| -0.4% | -$6.38K | 1.17% | 24 |
|
|
2021
Q3 | $1.17M | Buy |
27,267
+871
| +3% | +$37.5K | 0.96% | 29 |
|
|
2021
Q2 | $1.04M | Buy |
26,396
+375
| +1% | +$14.8K | 0.88% | 29 |
|
|
2021
Q1 | $936K | Buy |
26,021
+955
| +4% | +$34.4K | 0.87% | 29 |
|
|
2020
Q4 | $931K | Buy |
+25,066
| New | +$931K | 1.01% | 26 |
|