SFS
Summit Financial Strategies’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,796
| Closed | -$213K | – | 130 |
|
|
2023
Q2 | $213K | Buy |
+5,796
| New | +$213K | 0.04% | 119 |
|
|
2022
Q4 | – | Sell |
-6,993
| Closed | -$306K | – | 127 |
|
|
2022
Q3 | $306K | Buy |
6,993
+2,364
| +51% | +$103K | 0.07% | 89 |
|
|
2022
Q2 | $243K | Buy |
4,629
+634
| +16% | +$33.3K | 0.06% | 100 |
|
|
2022
Q1 | $207K | Sell |
3,995
-245
| -6% | -$12.7K | 0.04% | 113 |
|
|
2021
Q4 | $250K | Buy |
+4,240
| New | +$250K | 0.05% | 105 |
|
|
2019
Q3 | – | Sell |
-5,548
| Closed | -$240K | – | 61 |
|
|
2019
Q2 | $240K | Sell |
5,548
-295
| -5% | -$12.8K | 0.12% | 49 |
|
|
2019
Q1 | $248K | Hold |
5,843
| – | – | 0.13% | 49 |
|
|
2018
Q4 | $255K | Hold |
5,843
| – | – | 0.14% | 46 |
|
|
2018
Q3 | $258K | Buy |
+5,843
| New | +$258K | 0.12% | 49 |
|