Sugarloaf Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $76K | Hold |
2,864
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $82.9K | Sell |
2,864
-2,487
| -46% | -$72K | 0.02% | 249 |
|
|
2024
Q2 | $150K | Sell |
5,351
-300
| -5% | -$8.39K | 0.03% | 192 |
|
|
2024
Q1 | $157K | Sell |
5,651
-336
| -6% | -$9.32K | 0.03% | 184 |
|
|
2023
Q4 | $172K | Sell |
5,987
-101
| -2% | -$2.91K | 0.04% | 162 |
|
|
2023
Q3 | $202K | Sell |
6,088
-165
| -3% | -$5.47K | 0.05% | 126 |
|
|
2023
Q2 | $229K | Sell |
6,253
-493
| -7% | -$18.1K | 0.05% | 115 |
|
|
2023
Q1 | $275K | Sell |
6,746
-143
| -2% | -$5.84K | 0.07% | 106 |
|
|
2022
Q4 | $353K | Sell |
6,889
-1,038
| -13% | -$53.2K | 0.09% | 89 |
|
|
2022
Q3 | $347K | Buy |
7,927
+675
| +9% | +$29.5K | 0.09% | 91 |
|
|
2022
Q2 | $380K | Sell |
7,252
-53
| -0.7% | -$2.78K | 0.1% | 84 |
|
|
2022
Q1 | $378K | Buy |
7,305
+7
| +0.1% | +$362 | 0.09% | 84 |
|
|
2021
Q4 | $431K | Buy |
7,298
+47
| +0.6% | +$2.78K | 0.1% | 77 |
|
|
2021
Q3 | $312K | Sell |
7,251
-1,347
| -16% | -$58K | 0.08% | 100 |
|
|
2021
Q2 | $337K | Sell |
8,598
-729
| -8% | -$28.6K | 0.09% | 91 |
|
|
2021
Q1 | $338 | Buy |
9,327
+2,288
| +33% | +$83 | 0.1% | 87 |
|
|
2020
Q4 | $259K | Sell |
7,039
-4,299
| -38% | -$158K | 0.09% | 96 |
|
|
2020
Q3 | $395K | Sell |
11,338
-17
| -0.1% | -$592 | 0.14% | 72 |
|
|
2020
Q2 | $352K | Sell |
11,355
-4
| -0% | -$124 | 0.14% | 80 |
|
|
2020
Q1 | $352K | Sell |
11,359
-595
| -5% | -$18.4K | 0.16% | 78 |
|
|
2019
Q4 | $444K | Buy |
+11,954
| New | +$444K | 0.19% | 82 |
|