Sugarloaf Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $76K | Hold |
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|
2024
Q3 | $82.9K | Sell |
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|
2024
Q2 | $150K | Sell |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $172K | Sell |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $337K | Sell |
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|
2021
Q1 | $338 | Buy |
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|
2020
Q4 | $259K | Sell |
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|
2020
Q3 | $395K | Sell |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $444K | Buy |
|