SFA
Source Financial Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,425
| Closed | -$213K | – | 124 |
|
|
2023
Q3 | $213K | Sell |
6,425
-73
| -1% | -$2.42K | 0.07% | 117 |
|
|
2023
Q2 | $238K | Sell |
6,498
-115
| -2% | -$4.22K | 0.08% | 120 |
|
|
2023
Q1 | $270K | Sell |
6,613
-85
| -1% | -$3.47K | 0.09% | 109 |
|
|
2022
Q4 | $343K | Buy |
6,698
+341
| +5% | +$17.5K | 0.13% | 94 |
|
|
2022
Q3 | $279K | Sell |
6,357
-268
| -4% | -$11.8K | 0.11% | 92 |
|
|
2022
Q2 | $347K | Buy |
6,625
+107
| +2% | +$5.6K | 0.14% | 88 |
|
|
2022
Q1 | $337K | Sell |
6,518
-955
| -13% | -$49.4K | 0.1% | 93 |
|
|
2021
Q4 | $441K | Sell |
7,473
-320
| -4% | -$18.9K | 0.12% | 81 |
|
|
2021
Q3 | $335K | Buy |
7,793
+35
| +0.5% | +$1.51K | 0.09% | 87 |
|
|
2021
Q2 | $304K | Sell |
7,758
-108
| -1% | -$4.23K | 0.08% | 88 |
|
|
2021
Q1 | $285K | Buy |
7,866
+547
| +7% | +$19.8K | 0.08% | 93 |
|
|
2020
Q4 | $269K | Buy |
+7,319
| New | +$269K | 0.07% | 92 |
|