Spotlight Asset Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$193K Sell
6,886
-180
-3% -$5.04K 0.13% 75
2024
Q1
$196K Buy
7,066
+3,236
+84% +$89.8K 0.14% 75
2023
Q4
$127K Hold
3,830
0.12% 83
2023
Q3
$127K Hold
3,830
0.12% 83
2023
Q2
$140K Buy
+3,830
New +$140K 0.13% 76
2021
Q3
$285K Buy
6,621
+188
+3% +$8.09K 0.14% 95
2021
Q2
$252K Buy
6,433
+258
+4% +$10.1K 0.1% 109
2021
Q1
$224K Sell
6,175
-3,085
-33% -$112K 0.08% 117
2020
Q4
$341K Sell
9,260
-1,693
-15% -$62.3K 0.13% 97
2020
Q3
$381K Buy
10,953
+3,578
+49% +$124K 0.15% 94
2020
Q2
$229K Sell
7,375
-610
-8% -$18.9K 0.1% 117
2020
Q1
$247K Buy
7,985
+105
+1% +$3.25K 0.13% 90
2019
Q4
$265K Buy
+7,880
New +$265K 0.13% 92