TIA
Tandem Investment Advisors’s Pfizer PFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,137
| Closed | -$250K | – | 79 |
|
|
2023
Q1 | $250K | Buy |
6,137
+1,647
| +37% | +$67.1K | 0.01% | 68 |
|
|
2022
Q4 | $230K | Buy |
+4,490
| New | +$230K | 0.01% | 80 |
|
|
2022
Q2 | – | Sell |
-4,267
| Closed | -$221K | – | 80 |
|
|
2022
Q1 | $221K | Sell |
4,267
-498
| -10% | -$25.8K | 0.01% | 68 |
|
|
2021
Q4 | $281K | Sell |
4,765
-220
| -4% | -$13K | 0.02% | 67 |
|
|
2021
Q3 | $214K | Sell |
4,985
-125
| -2% | -$5.37K | 0.02% | 72 |
|
|
2021
Q2 | $200K | Buy |
+5,110
| New | +$200K | 0.02% | 72 |
|
|
2019
Q3 | – | Sell |
-4,909
| Closed | -$213K | – | 64 |
|
|
2019
Q2 | $213K | Sell |
4,909
-1,498
| -23% | -$65K | 0.04% | 64 |
|
|
2019
Q1 | $272K | Sell |
6,407
-3,557
| -36% | -$151K | 0.06% | 60 |
|
|
2018
Q4 | $435K | Buy |
9,964
+3,703
| +59% | +$162K | 0.11% | 48 |
|
|
2018
Q3 | $276K | Buy |
6,261
+582
| +10% | +$25.7K | 0.08% | 55 |
|
|
2018
Q2 | $206K | Sell |
5,679
-32
| -0.6% | -$1.16K | 0.06% | 56 |
|
|
2018
Q1 | $203K | Buy |
5,711
+22
| +0.4% | +$782 | 0.07% | 55 |
|
|
2017
Q4 | $206K | Buy |
+5,689
| New | +$206K | 0.07% | 61 |
|