SkyOak Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,336
| Closed | -$270K | – | 276 |
|
|
2024
Q3 | $270K | Sell |
9,336
-2,373
| -20% | -$68.7K | 0.06% | 189 |
|
|
2024
Q2 | $328K | Sell |
11,709
-1,402
| -11% | -$39.2K | 0.08% | 161 |
|
|
2024
Q1 | $364K | Sell |
13,111
-2,098
| -14% | -$58.2K | 0.09% | 156 |
|
|
2023
Q4 | $438K | Sell |
15,209
-14,450
| -49% | -$416K | 0.11% | 130 |
|
|
2023
Q3 | $984K | Sell |
29,659
-810
| -3% | -$26.9K | 0.29% | 71 |
|
|
2023
Q2 | $1.12M | Sell |
30,469
-6,426
| -17% | -$236K | 0.32% | 65 |
|
|
2023
Q1 | $1.51M | Sell |
36,895
-9,765
| -21% | -$398K | 0.46% | 53 |
|
|
2022
Q4 | $2.39M | Sell |
46,660
-5,368
| -10% | -$275K | 0.8% | 33 |
|
|
2022
Q3 | $2.28M | Buy |
52,028
+909
| +2% | +$39.8K | 0.82% | 34 |
|
|
2022
Q2 | $2.68M | Buy |
51,119
+587
| +1% | +$30.8K | 0.92% | 32 |
|
|
2022
Q1 | $2.62M | Buy |
50,532
+2,743
| +6% | +$142K | 0.73% | 41 |
|
|
2021
Q4 | $2.82M | Buy |
47,789
+1,069
| +2% | +$63.1K | 0.72% | 41 |
|
|
2021
Q3 | $2.01M | Sell |
46,720
-14
| -0% | -$602 | 0.54% | 49 |
|
|
2021
Q2 | $1.83M | Sell |
46,734
-982
| -2% | -$38.5K | 0.49% | 57 |
|
|
2021
Q1 | $1.85M | Buy |
47,716
+4,286
| +10% | +$166K | 0.52% | 55 |
|
|
2020
Q4 | $1.6M | Sell |
43,430
-3,700
| -8% | -$136K | 0.5% | 63 |
|
|
2020
Q3 | $1.64M | Sell |
47,130
-2,773
| -6% | -$96.6K | 0.59% | 55 |
|
|
2020
Q2 | $1.55M | Buy |
49,903
+40,603
| +437% | +$1.26M | 0.57% | 50 |
|
|
2020
Q1 | $288K | Buy |
9,300
+937
| +11% | +$29K | 0.15% | 161 |
|
|
2019
Q4 | $311K | Buy |
+8,363
| New | +$311K | 0.1% | 227 |
|