Theory Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,721
| Closed | -$210K | – | 71 |
|
|
2023
Q2 | $210K | Sell |
5,721
-270
| -5% | -$9.9K | 0.12% | 60 |
|
|
2023
Q1 | $244K | Hold |
5,991
| – | – | 0.15% | 57 |
|
|
2022
Q4 | $307K | Buy |
+5,991
| New | +$307K | 0.2% | 52 |
|
|
2022
Q2 | $324K | Buy |
6,273
+355
| +6% | +$18.3K | 0.23% | 52 |
|
|
2022
Q1 | $306K | Hold |
5,918
| – | – | 0.2% | 48 |
|
|
2021
Q4 | $349K | Buy |
+5,918
| New | +$349K | 0.23% | 40 |
|