StrongBox Wealth’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,140
| Closed | -$476K | – | 90 |
|
|
2024
Q1 | $476K | Sell |
17,140
-11,242
| -40% | -$312K | 0.25% | 53 |
|
|
2023
Q4 | $817K | Sell |
28,382
-16,546
| -37% | -$476K | 0.48% | 49 |
|
|
2023
Q3 | $1.49M | Buy |
44,928
+7,321
| +19% | +$243K | 0.95% | 39 |
|
|
2023
Q2 | $1.38M | Buy |
37,607
+4,272
| +13% | +$157K | 0.87% | 37 |
|
|
2023
Q1 | $1.36M | Buy |
+33,335
| New | +$1.36M | 0.91% | 38 |
|