Total Clarity Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,747
| Closed | -$909K | – | 230 |
|
|
2022
Q4 | $909K | Sell |
17,747
-291
| -2% | -$14.9K | 0.46% | 55 |
|
|
2022
Q3 | $789K | Buy |
18,038
+1,212
| +7% | +$53K | 0.49% | 56 |
|
|
2022
Q2 | $882K | Buy |
16,826
+1,252
| +8% | +$65.6K | 0.46% | 54 |
|
|
2022
Q1 | $806K | Sell |
15,574
-1,968
| -11% | -$102K | 0.44% | 62 |
|
|
2021
Q4 | $1.04M | Buy |
17,542
+802
| +5% | +$47.4K | 0.47% | 55 |
|
|
2021
Q3 | $720K | Sell |
16,740
-73
| -0.4% | -$3.14K | 0.34% | 76 |
|
|
2021
Q2 | $658K | Buy |
16,813
+602
| +4% | +$23.6K | 0.37% | 84 |
|
|
2021
Q1 | $587K | Sell |
16,211
-1,297
| -7% | -$47K | 0.34% | 74 |
|
|
2020
Q4 | $644K | Sell |
17,508
-664
| -4% | -$24.4K | 0.45% | 60 |
|
|
2020
Q3 | $633K | Buy |
18,172
+761
| +4% | +$26.5K | 0.55% | 51 |
|
|
2020
Q2 | $540K | Sell |
17,411
-209
| -1% | -$6.48K | 0.5% | 57 |
|
|
2020
Q1 | $546K | Sell |
17,620
-1,024
| -5% | -$31.7K | 0.84% | 35 |
|
|
2019
Q4 | $693K | Buy |
+18,644
| New | +$693K | 0.52% | 46 |
|