Tanager Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,045
| Closed | -$233K | – | 123 |
|
|
2024
Q3 | $233K | Buy |
+8,045
| New | +$233K | 0.03% | 95 |
|
|
2023
Q4 | – | Sell |
-6,334
| Closed | -$210K | – | 85 |
|
|
2023
Q3 | $210K | Sell |
6,334
-1,692
| -21% | -$56.1K | 0.04% | 73 |
|
|
2023
Q2 | $294K | Sell |
8,026
-33
| -0.4% | -$1.21K | 0.06% | 70 |
|
|
2023
Q1 | $329K | Sell |
8,059
-1,947
| -19% | -$79.4K | 0.08% | 58 |
|
|
2022
Q4 | $513K | Buy |
+10,006
| New | +$513K | 0.14% | 46 |
|