SLFPAM
St. Louis Financial Planners Asset Management’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-71,439
| Closed | -$1.94M | – | 41 |
|
|
2024
Q1 | $1.94M | Buy |
+71,439
| New | +$1.94M | 1.75% | 20 |
|
|
2023
Q4 | – | Sell |
-54,461
| Closed | -$1.81M | – | 39 |
|
|
2023
Q3 | $1.81M | Buy |
+54,461
| New | +$1.81M | 1.45% | 9 |
|
|
2023
Q2 | – | Sell |
-41,875
| Closed | -$1.71M | – | 37 |
|
|
2023
Q1 | $1.71M | Buy |
41,875
+9,967
| +31% | +$407K | 1.94% | 18 |
|
|
2022
Q4 | $1.63M | Buy |
+31,908
| New | +$1.63M | 1.6% | 10 |
|