SM
Sweeney & Michel’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,566
| Closed | -$243K | – | 114 |
|
|
2024
Q1 | $243K | Buy |
+8,566
| New | +$243K | 0.11% | 103 |
|
|
2023
Q3 | $481K | Sell |
15,617
-9,288
| -37% | -$286K | 0.25% | 67 |
|
|
2023
Q2 | $888K | Sell |
24,905
-4
| -0% | -$143 | 0.46% | 39 |
|
|
2023
Q1 | $956K | Buy |
+24,909
| New | +$956K | 0.51% | 36 |
|