Schneider Downs Wealth Management Advisors’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 |
-8,364
| Closed | -$232K | – | 136 |
|
|
2024
Q1 | $232K | Buy |
+8,364
| New | +$232K | 0.05% | 124 |
|
|
2022
Q4 | – | Sell |
-10,469
| Closed | -$458K | – | 143 |
|
|
2022
Q3 | $458K | Sell |
10,469
-2,665
| -20% | -$117K | 0.13% | 66 |
|
|
2022
Q2 | $689K | Buy |
13,134
+2,775
| +27% | +$146K | 0.19% | 56 |
|
|
2022
Q1 | $536K | Sell |
10,359
-835
| -7% | -$43.2K | 0.14% | 74 |
|
|
2021
Q4 | $661K | Sell |
11,194
-137
| -1% | -$8.09K | 0.16% | 71 |
|
|
2021
Q3 | $487K | Buy |
11,331
+2,212
| +24% | +$95.1K | 0.13% | 79 |
|
|
2021
Q2 | $357K | Buy |
9,119
+151
| +2% | +$5.91K | 0.09% | 87 |
|
|
2021
Q1 | $325K | Buy |
+8,968
| New | +$325K | 0.08% | 89 |
|
|
2020
Q4 | – | Sell |
-8,514
| Closed | -$296K | – | 103 |
|
|
2020
Q3 | $296K | Buy |
+8,514
| New | +$296K | 0.1% | 70 |
|