Sweet Financial Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $738K | Buy |
25,515
+72
| +0.3% | +$2.08K | 0.16% | 101 |
|
|
2024
Q2 | $712K | Buy |
25,443
+901
| +4% | +$25.2K | 0.16% | 95 |
|
|
2024
Q1 | $681K | Buy |
24,542
+6,026
| +33% | +$167K | 0.16% | 102 |
|
|
2023
Q4 | $533K | Buy |
18,516
+7,858
| +74% | +$226K | 0.13% | 115 |
|
|
2023
Q3 | $354K | Buy |
10,658
+115
| +1% | +$3.81K | 0.09% | 133 |
|
|
2023
Q2 | $387K | Sell |
10,543
-320
| -3% | -$11.7K | 0.1% | 119 |
|
|
2023
Q1 | $443K | Sell |
10,863
-158
| -1% | -$6.45K | 0.12% | 110 |
|
|
2022
Q4 | $565K | Sell |
11,021
-149
| -1% | -$7.64K | 0.17% | 93 |
|
|
2022
Q3 | $489K | Sell |
11,170
-9,966
| -47% | -$436K | 0.16% | 92 |
|
|
2022
Q2 | $1.11M | Buy |
21,136
+2,684
| +15% | +$141K | 0.35% | 38 |
|
|
2022
Q1 | $955K | Buy |
18,452
+9,422
| +104% | +$488K | 0.26% | 52 |
|
|
2021
Q4 | $533K | Buy |
+9,030
| New | +$533K | 0.22% | 64 |
|