Summit Financial Strategies’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$213K Buy
2022
Q4
Sell
2022
Q3
$306K Buy
2022
Q2
$243K Buy
2022
Q1
$207K Sell
2021
Q4
$250K Buy
2019
Q3
Sell
2019
Q2
$240K Sell
2019
Q1
$248K Hold
2018
Q4
$255K Hold
2018
Q3
$258K Buy