Stiles Financial Services’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41,898
| Closed | -$1.21M | – | 176 |
|
|
2023
Q4 | $1.21M | Sell |
41,898
-6,483
| -13% | -$187K | 0.55% | 63 |
|
|
2023
Q3 | $1.6M | Sell |
48,381
-3,068
| -6% | -$102K | 0.83% | 37 |
|
|
2023
Q2 | $1.89M | Sell |
51,449
-2,318
| -4% | -$85K | 0.94% | 28 |
|
|
2023
Q1 | $2.19M | Buy |
53,767
+616
| +1% | +$25.1K | 1.18% | 21 |
|
|
2022
Q4 | $2.72M | Buy |
53,151
+7,638
| +17% | +$391K | 1.56% | 17 |
|
|
2022
Q3 | $1.99M | Buy |
45,513
+2,393
| +6% | +$105K | 1.21% | 21 |
|
|
2022
Q2 | $2.26M | Buy |
43,120
+926
| +2% | +$48.6K | 1.36% | 19 |
|
|
2022
Q1 | $2.18M | Buy |
42,194
+3,094
| +8% | +$160K | 1.09% | 23 |
|
|
2021
Q4 | $2.31M | Buy |
+39,100
| New | +$2.31M | 1.11% | 26 |
|