Security National Bank of Sioux City Iowa’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $333K | Sell |
6,500
-300
| -4% | -$15.4K | 0.25% | 74 |
|
|
2022
Q3 | $298K | Sell |
6,800
-290
| -4% | -$12.7K | 0.27% | 73 |
|
|
2022
Q2 | $372K | Sell |
7,090
-400
| -5% | -$21K | 0.32% | 70 |
|
|
2022
Q1 | $388K | Buy |
7,490
+290
| +4% | +$15K | 0.29% | 69 |
|
|
2021
Q4 | $425K | Hold |
7,200
| – | – | 0.29% | 69 |
|
|
2021
Q3 | $310K | Buy |
+7,200
| New | +$310K | 0.24% | 73 |
|
|
2021
Q2 | – | Sell |
-7,200
| Closed | -$261K | – | 118 |
|
|
2021
Q1 | $261K | Buy |
+7,200
| New | +$261K | 0.21% | 84 |
|
|
2019
Q3 | – | Sell |
-5,478
| Closed | -$225K | – | 93 |
|
|
2019
Q2 | $225K | Hold |
5,478
| – | – | 0.27% | 75 |
|
|
2019
Q1 | $221K | Hold |
5,478
| – | – | 0.26% | 78 |
|
|
2018
Q4 | $227K | Sell |
5,478
-178
| -3% | -$7.38K | 0.23% | 72 |
|
|
2018
Q3 | $236K | Buy |
+5,656
| New | +$236K | 0.21% | 78 |
|
|
2018
Q2 | – | Sell |
-6,713
| Closed | -$226K | – | 87 |
|
|
2018
Q1 | $226K | Sell |
6,713
-369
| -5% | -$12.4K | 0.21% | 76 |
|
|
2017
Q4 | $243K | Hold |
7,082
| – | – | 0.22% | 77 |
|
|
2017
Q3 | $240K | Sell |
7,082
-2,260
| -24% | -$76.6K | 0.23% | 73 |
|
|
2017
Q2 | $298K | Sell |
9,342
-3,961
| -30% | -$126K | 0.29% | 74 |
|
|
2017
Q1 | $432K | Buy |
+13,303
| New | +$432K | 0.43% | 73 |
|
|
2015
Q2 | – | Sell |
-6,169
| Closed | -$204K | – | 78 |
|
|
2015
Q1 | $204K | Buy |
+6,169
| New | +$204K | 0.22% | 73 |
|