Sustainable Insight Capital Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,300
| Closed | -$379K | – | 83 |
|
|
2023
Q1 | $379K | Buy |
9,300
+2,300
| +33% | +$93.8K | 0.38% | 54 |
|
|
2022
Q4 | $359K | Sell |
7,000
-1,139
| -14% | -$58.4K | 0.4% | 55 |
|
|
2022
Q3 | $356K | Sell |
8,139
-1,659
| -17% | -$72.6K | 0.42% | 61 |
|
|
2022
Q2 | $505K | Sell |
9,798
-1,710
| -15% | -$88.1K | 0.5% | 46 |
|
|
2022
Q1 | $596K | Hold |
11,508
| – | – | 0.42% | 43 |
|
|
2021
Q4 | $680K | Buy |
11,508
+1,352
| +13% | +$79.9K | 0.37% | 39 |
|
|
2021
Q3 | $437K | Sell |
10,156
-600
| -6% | -$25.8K | 0.28% | 52 |
|
|
2021
Q2 | $421K | Buy |
10,756
+400
| +4% | +$15.7K | 0.25% | 68 |
|
|
2021
Q1 | $375K | Sell |
10,356
-2,100
| -17% | -$76K | 0.25% | 67 |
|
|
2020
Q4 | $459K | Buy |
+12,456
| New | +$459K | 0.31% | 57 |
|
|
2019
Q1 | – | Sell |
-5,170
| Closed | -$214K | – | 98 |
|
|
2018
Q4 | $214K | Buy |
5,170
+216
| +4% | +$8.94K | 0.28% | 57 |
|
|
2018
Q3 | $207K | Sell |
4,954
-61,448
| -93% | -$2.57M | 0.14% | 65 |
|
|
2018
Q2 | $2.29M | Sell |
66,402
-45,217
| -41% | -$1.56M | 0.87% | 32 |
|
|
2018
Q1 | $3.76M | Buy |
+111,619
| New | +$3.76M | 1.49% | 23 |
|
|
2017
Q3 | – | Sell |
-17,391
| Closed | -$554K | – | 46 |
|
|
2017
Q2 | $554K | Sell |
17,391
-34,466
| -66% | -$1.1M | 0.26% | 31 |
|
|
2017
Q1 | $1.68M | Buy |
+51,857
| New | +$1.68M | 0.83% | 27 |
|