Stordahl Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,788
| Closed | -$249K | – | 55 |
|
|
2023
Q2 | $249K | Buy |
6,788
+10
| +0.1% | +$367 | 0.07% | 47 |
|
|
2023
Q1 | $277K | Buy |
6,778
+972
| +17% | +$39.7K | 0.08% | 43 |
|
|
2022
Q4 | $297K | Hold |
5,806
| – | – | 0.1% | 38 |
|
|
2022
Q3 | $254K | Hold |
5,806
| – | – | 0.09% | 41 |
|
|
2022
Q2 | $304K | Sell |
5,806
-92
| -2% | -$4.82K | 0.12% | 38 |
|
|
2022
Q1 | $305K | Buy |
5,898
+1,783
| +43% | +$92.2K | 0.11% | 41 |
|
|
2021
Q4 | $243K | Buy |
+4,115
| New | +$243K | 0.09% | 45 |
|