SWA
Sutton Wealth Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $339K | Buy |
10,214
+425
| +4% | +$14.1K | 0.17% | 80 |
|
|
2023
Q2 | $359K | Sell |
9,789
-1,806
| -16% | -$66.2K | 0.17% | 76 |
|
|
2023
Q1 | $473K | Sell |
11,595
-10,129
| -47% | -$413K | 0.25% | 66 |
|
|
2022
Q4 | $1.11M | Sell |
21,724
-2,334
| -10% | -$120K | 0.42% | 41 |
|
|
2022
Q3 | $1.05M | Buy |
24,058
+3,233
| +16% | +$141K | 0.43% | 41 |
|
|
2022
Q2 | $1.09M | Buy |
20,825
+547
| +3% | +$28.7K | 0.43% | 43 |
|
|
2022
Q1 | $1.05M | Buy |
20,278
+343
| +2% | +$17.8K | 0.36% | 48 |
|
|
2021
Q4 | $1.18M | Buy |
19,935
+615
| +3% | +$36.3K | 0.39% | 47 |
|
|
2021
Q3 | $831K | Sell |
19,320
-16
| -0.1% | -$688 | 0.31% | 56 |
|
|
2021
Q2 | $757K | Sell |
19,336
-250
| -1% | -$9.79K | 0.28% | 63 |
|
|
2021
Q1 | $710K | Sell |
19,586
-18
| -0.1% | -$652 | 0.28% | 63 |
|
|
2020
Q4 | $722K | Sell |
19,604
-73
| -0.4% | -$2.69K | 0.31% | 58 |
|
|
2020
Q3 | $722K | Buy |
19,677
+117
| +0.6% | +$4.29K | 0.35% | 51 |
|
|
2020
Q2 | $640K | Sell |
19,560
-176
| -0.9% | -$5.76K | 0.33% | 52 |
|
|
2020
Q1 | $644K | Buy |
19,736
+234
| +1% | +$7.64K | 0.41% | 48 |
|
|
2019
Q4 | $764K | Sell |
19,502
-334
| -2% | -$13.1K | 0.39% | 49 |
|
|
2019
Q3 | $713K | Buy |
19,836
+587
| +3% | +$21.1K | 0.4% | 48 |
|
|
2019
Q2 | $834K | Buy |
19,249
+112
| +0.6% | +$4.85K | 0.48% | 41 |
|
|
2019
Q1 | $813K | Sell |
19,137
-395
| -2% | -$16.8K | 0.47% | 41 |
|
|
2018
Q4 | $853K | Buy |
19,532
+282
| +1% | +$12.3K | 0.55% | 34 |
|
|
2018
Q3 | $848K | Sell |
19,250
-1,040
| -5% | -$45.8K | 0.56% | 26 |
|
|
2018
Q2 | $736K | Sell |
20,290
-101
| -0.5% | -$3.66K | 0.51% | 30 |
|
|
2018
Q1 | $724K | Buy |
20,391
+300
| +1% | +$10.6K | 0.52% | 31 |
|
|
2017
Q4 | $728K | Hold |
20,091
| – | – | 0.53% | 28 |
|
|
2017
Q3 | $717K | Sell |
20,091
-42
| -0.2% | -$1.5K | 0.55% | 29 |
|
|
2017
Q2 | $676K | Hold |
20,133
| – | – | 0.54% | 33 |
|
|
2017
Q1 | $689K | Buy |
20,133
+126
| +0.6% | +$4.31K | 0.58% | 28 |
|
|
2016
Q4 | $650K | Buy |
20,007
+117
| +0.6% | +$3.8K | 0.58% | 25 |
|
|
2016
Q3 | $674K | Buy |
19,890
+150
| +0.8% | +$5.08K | 0.61% | 23 |
|
|
2016
Q2 | $695K | Buy |
19,740
+233
| +1% | +$8.2K | 0.66% | 23 |
|
|
2016
Q1 | $578K | Buy |
+19,507
| New | +$578K | 0.55% | 28 |
|