Seven Springs Wealth Group’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 |
-5,540
| Closed | -$203K | – | 62 |
|
|
2023
Q2 | $203K | Buy |
5,540
+1
| +0% | +$37 | 0.1% | 61 |
|
|
2023
Q1 | $226K | Buy |
5,539
+1
| +0% | +$41 | 0.11% | 54 |
|
|
2022
Q4 | $284K | Sell |
5,538
-146
| -3% | -$7.48K | 0.14% | 47 |
|
|
2022
Q3 | $249K | Buy |
5,684
+687
| +14% | +$30.1K | 0.14% | 52 |
|
|
2022
Q2 | $262K | Buy |
4,997
+1
| +0% | +$52 | 0.13% | 58 |
|
|
2022
Q1 | $259K | Buy |
4,996
+1
| +0% | +$52 | 0.12% | 59 |
|
|
2021
Q4 | $295K | Hold |
4,995
| – | – | 0.13% | 56 |
|
|
2021
Q3 | $215K | Buy |
+4,995
| New | +$215K | 0.11% | 71 |
|
|
2021
Q2 | – | Sell |
-4,993
| Closed | -$181K | – | 125 |
|
|
2021
Q1 | $181K | Buy |
4,993
+1
| +0% | +$36 | 0.09% | 54 |
|
|
2020
Q4 | $184K | Sell |
4,992
-269
| -5% | -$9.92K | 0.1% | 53 |
|
|
2020
Q3 | $183K | Buy |
5,261
+2
| +0% | +$70 | 0.12% | 49 |
|
|
2020
Q2 | $163K | Buy |
5,259
+1
| +0% | +$31 | 0.1% | 49 |
|
|
2020
Q1 | $163K | Buy |
5,258
+1
| +0% | +$31 | 0.11% | 53 |
|
|
2019
Q4 | $195K | Buy |
+5,257
| New | +$195K | 0.13% | 52 |
|