Stonebridge Financial Planning Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,900
| Closed | -$103K | – | 291 |
|
|
2021
Q4 | $103K | Sell |
1,900
-150
| -7% | -$8.13K | 0.05% | 159 |
|
|
2021
Q3 | $92K | Sell |
2,050
-100
| -5% | -$4.49K | 0.05% | 174 |
|
|
2021
Q2 | $85K | Hold |
2,150
| – | – | 0.05% | 175 |
|
|
2021
Q1 | $79K | Hold |
2,150
| – | – | 0.05% | 179 |
|
|
2020
Q4 | $79K | Buy |
2,150
+358
| +20% | +$13.2K | 0.05% | 166 |
|
|
2020
Q3 | $65K | Sell |
1,792
-79
| -4% | -$2.87K | 0.05% | 162 |
|
|
2020
Q2 | $61K | Hold |
1,871
| – | – | 0.05% | 161 |
|
|
2020
Q1 | $61K | Buy |
1,871
+395
| +27% | +$12.9K | 0.06% | 153 |
|
|
2019
Q4 | $55K | Buy |
+1,476
| New | +$55K | 0.05% | 166 |
|